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

To: Father E. who wrote (31315)	2/27/1998 2:15:00 PM
From: Lazlo Pierce	Read Replies (1) \| Respond to of 176388

Pops, Check out the ROIC # (return on inested capital) Dell's # is astounding, I believe its at least 2x of CPQ. Tey are able to turn their inventory every week (52 turns in a year). This allows the most efficient use of purchasing components. The business model is not an easy thing to reproduce. See MUEI (Micron Electronics), they are similar to Dell, and Gateway, yet announcced a loss(big) this Q. Until something changes, I'm holding. I already sold once after holding the stock from split adj 20 @ 90. I had to buy back in @ 110. Dave

To: Father E. who wrote (31315)	2/27/1998 2:58:00 PM
From: Scrapps	Respond to of 176388

Father E.: As far as how many computers Dell would have to sell to get to the next level...I'm not sure. However, Dell can take an order, build to order and ship a PC in under 4 hours. Some times in as short as 2 hours. Cashflow is 11 days or less on average. CPQ I think is around 30 days, which is good by any standard. Dell increased their daily internet sales in the last quarter from $3 million per day to $4 million per day. Today on CNBC they were saying CPQ was sighted in an independent study as not being able to compete with Dell's business model. May I suggest you go to the news link at the top of the thread and go back and start reading the articles, it's an excellent way to get tuned in...so to speak. Regards, Scrapps