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

To: Moominoid who wrote (45099)	5/27/1998 10:49:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Economists are reputed to be lugubrious. This would fit in well with the bearish syndrome. On the other hand , the Cat is a financial analyst and is not lugubrious.

To: Moominoid who wrote (45099)	5/27/1998 10:51:00 PM
From: Meathead	Read Replies (2) \| Respond to of 176387

I would therefore suggest you guys don't have a clue as the forces driving rapid technological change and adoption. If you guys are truly professional economists or finance types then why does thoust post such drivel? True economists are statistic junkies. You guys should be posting hard numbers, trends and projections from Dell's historic income statements and balance sheets. Industry-wide trends, segment growth or lack of.... and provide forward projections based on this analysis for us all to marvel at. Well, all you so called experts seem to post a load of crap on an ongoing basis. Nothing of substance. All predicated on your feelings that sales are slowing because some knuckleheaded journalist want's to get a rise out of a story by quoting folks out of context. I also see a total lack of technical expertise in the bear camp and it's the bears who seem to have a solid understanding of what technology anyone is willing to pay for. Ironic isn't it? I'm an engineering gearhead yet I've made numerous posts over the last year chocked full of this kind of statistical data from factual sources and provided projections based on this data. This requires a little more effort than prognosticating a stock crash based on an inflated PE ratio. Give me a break.. do some real work and add some value to the thread. I dare you guys. Here's a simple challenge if anyone is up to it. ASP's have been declining since FOREVER. Now that it's such a hot topic (again), calculate Dell's ASP on a quarterly basis since Q1 of 1995. Do not use their income statement ASP as it is rounded to the nearest $50. Use IDC numbers even though they are skewed by one month. Define for us how you calculated ASP. If you are really a finance type, you might entertain the notion of subtracting DellWare sales and investment income before calculating ASP. - Calculate the Q/Q and Y/Y sequential percentage delta. From this, assume Dell's desktop, server, notebook and workstation ratio's remained fixed for the next three years (i.e. that is they all grow at the same rate). - What might the ASP look like 3 years from now based on a simple linear projection? - What is the average Y/Y and Q/Q ASP decline for Dell over the last three years? - Does Dell's current Q1 results deviate from this pattern? I seriously doubt you so called pro's can get this one right. I have the facts and the stats and will check your results if anyone really does go to the trouble. BEARS ONLY PLEASE If no attempt is made, I'll assume you guys are just thread jockeys full of hot air. MEATHEAD