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

To: jbn3 who wrote (22093)	11/19/1997 12:46:00 PM
From: McNabb Brothers	Read Replies (1) \| Respond to of 176387

jbn3, Agree with you 100%! Hank

To: jbn3 who wrote (22093)	11/19/1997 2:07:00 PM
From: KENNETH R SANDERS	Respond to of 176387

jbn3>>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.>>>>> Past financials indicate anywhere from 30 to 60 day sales(?)as being included in accounts receivables so they do vary from time to time.Another area would booking income from leasing operations(MSFT plays this game with software sales(ie Windows 95 sales were booked 1/3 per year rather than all at once) >>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.<<<I think you are being too harsh using words like"skewing" and "false". It's what beancounters get paid to do. You heard of JIT inventory.....Why not JIT earnings?<G>