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

To: Eddie Kim who wrote (39511)	4/29/1998 1:28:00 PM
From: SecularBull	Respond to of 176387

Eddie, you're still wrong. >>Finally, I think you need to look at the finacials of both Dell and CPQ before saying I am dead wrong about who makes more money per employee. I think rudedog has already done so, and I have personally read Compaq's finacial sheets a dozen time<<

To: Eddie Kim who wrote (39511)	4/29/1998 1:30:00 PM
From: SecularBull	Respond to of 176387

Eddie, don't you KNOW? >>I know Compaq is the answer for at least three of these questions and probably for all four.<< LoD

To: Eddie Kim who wrote (39511)	4/29/1998 1:34:00 PM
From: SecularBull	Read Replies (1) \| Respond to of 176387

Eddie, talk to me about percentage gains, not just the numbers. You're not comparing apples and apples. If you consider the relative size of both companies, you'd see that Dell is trumping CPQ's growth rates across the board. LoD

To: Eddie Kim who wrote (39511)	4/29/1998 1:35:00 PM
From: SecularBull	Respond to of 176387

Eddie, how about CPQ's Return on Invested Capital vs. DELL? Hmmmm??? LoD

To: Eddie Kim who wrote (39511)	4/29/1998 1:45:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Eddie, why don't you try responding to the points I made (which I wrote in response to your post)? Engaging in mindless ad hominems will not gain you points in any serious discussion As to you new points: Yes, Compaq had greater earnings (but we discussed the difference between "earnings" and reality in several posts. I suggest you re-read them) Yes, Compaq sold more computers. Yes, Compaq increased its market sharebut nor as rapidly as Dell (Check it out, Eddie.) Yes, Compaq had higher margins. So what? Beyond the accounting problems associated with margin calculations (which I also pointed out in a previous post) margins by themselves don't count. Jewelry stores are high-margined. Supermarkets are low-margined. Margins combined with inventory turnover counts. Eddie, the bottom line is this. Dell is a smaller company in terms of units sold and market share but it is growing much faster than Compaq. It is a much more efficient operation than Compaq, and it has shown itself to be much more adroit than Compaq in managing its resources. I thought that was the focus of our discussion. Compaq's acquisition of DEC will make future comparison more difficult since there is some divergence in the businesses. TTFN, CTC