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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: KENNETH R SANDERS who wrote (22077)	11/19/1997 11:34:00 AM
From: McNabb Brothers	Respond to of 176387

KENNETH, If a company can hide that much in earnings and find that much in earnings, I'm not sure I would want to be in that stock! I don't believe DELL has the ability to hide that much, or at least I would hope they are not playing with their books that much! If they are, the book keeping with catch up to them! Hank

To: KENNETH R SANDERS who wrote (22077)	11/19/1997 12:34:00 PM
From: jbn3	Read Replies (2) \| Respond to of 176387

KRS, re:Why would DELL report 85 when they could hide 10 for next QTR.(or a rainy day) and still blow away the market with 75? IMO, DELL's model makes it difficult to hide revenues. They are paid up front upon placement of the order, and they make every possible effort to get all open orders cleared and shipped each quarter. They should be recognizing revenues as they occur. They may have more leeway in recognizing costs. However, I am no expert, and would like to hear Paul Levy's response to your question. As a shareholder, I would be uncomfortable with knowledge that a company was deliberately skewing earnings, as I don't see a major difference between doing that and reporting totally false earnings. In the case of DELL, I trust management's ability and integrity. 3.