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

To: Satellite Mike who wrote (43738)	5/20/1998 4:56:00 AM
From: craig crawford	Read Replies (2) \| Respond to of 176387

<< The earnings here are peanuts compared to the earnings Hewlett and Compaq have had. >> The emphasis is on had. HWP just went from $784 million in earnings last year to $685 million, a drop of $100 million. CPQ's earnings declined from $414 million to $16 million. DELL is delivering 60% earnings gains going from $198 million to $305 million. Are you sensing a trend? Where do you guys come up with these bogus numbers? You guys need to go long some DELL so you will have some money to hire some fact checkers. First someone tries to tell me that YTD DELL's market cap has increased more than Boeing's total market cap. Not quite, but give DELL 'till the end of the year. <g> Now you claim: << Dell's cash position is bet. 5 and 10 per cent of Compaq's >> So you are saying that CPQ has between 10 and 20 times as much cash as DELL? DELL just reported that they had around $2.4 billion in cash at the end of the first quarter. Are you trying to tell me that CPQ has 10-20 times that? $24-48 billion in cash lying around?? Do you realize that CPQ's market cap is only around $45 billion?? If CPQ has $24-48 billion in cash laying around I promise I will sell all my DELL and buy more CPQ tomorrow. I would only be paying 1-2 times cash! << Please don't even compare the results to IBM. But the market cap has approached IBM now. >> IBM's market cap is $120 billion vs. $60 billion for DELL. That's twice as much. Technically if DELL's market cap goes up $1 and IBM's stays the same DELL is "approaching" IBM's market cap, but come on, quit coming up with the wacky comparisons people...

To: Satellite Mike who wrote (43738)	5/20/1998 9:16:00 AM
From: Venkie	Respond to of 176387

Its my earnings that matter and looks like I MIGHT GET A RAISE ... It wont be long before Cpq..hwp..Ibm...loose more

To: Satellite Mike who wrote (43738)	5/20/1998 12:04:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Michael, I see you are still trying to justify an unjustifiable position with the same combination of fallacious claims and false arguments you made yesterday. It is clear that you are not interested in an honest discussion, but merely want to parrot the nonsense. I dealt with every single one of the points yesterday. CTC