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

To: D. Swiss who wrote (52666)	7/20/1998 6:07:00 PM
From: Tweaker	Read Replies (1) \| Respond to of 176387

Michael Burke said "But when we talk of accounting games, every other boxmaker is a piker compared to IBM (IBM). The sharp pencils and the snake charmer charisma of the CEO has caused this stock to rise again on (what)is likely to be another awful eps report." He also said that Dell borrowed money to buy back stock. How does he know what Dell does with it's money?

To: D. Swiss who wrote (52666)	7/20/1998 9:17:00 PM
From: jim kelley	Read Replies (1) \| Respond to of 176387

Re: CPQ has 78 days Inventory for an 11% price disadvantage! CPQ is carrying about 53 days of inventory as of the close of the June quarter. Their commercial channel is reported as having another 3.5-4 weeks of merchandise as of the end of the June quarter. Adding this up gives about 78 days inventory in the commercial channel. (I have not seen any numbers on the Retail channel. Wonder why?) So the number should be 11 weeks and the price advantage due to that 11%. This is quite a bit more than the 5% price advantage that you thought DELL had.

To: D. Swiss who wrote (52666)	7/21/1998 12:14:00 AM
From: kemble s. matter	Read Replies (4) \| Respond to of 176387

Drew, Hi!!! <<One thing is clear, WE'RRRRRRRRRRRRRRRRRRRRRRRRRE RICHHHHHHHHHHHHHHHHHHHHHH!!!!!!!!>> Wherever did you get the idea we'd be rich?? The thought of you even suggesting that Dell is going to make you rich is outlandish.... Take yesterday.....Frank, Steve and I traveled to a minimum of five sites where Dell was building...now, let me keep this in perspective...one site was on one side of the road and another on the other...but, I can honestly say that I feel they are doubling the real estate that they currently have buildings on....I may be off since we didn't take a tape measure...but, we did take our cameras...stunning....stunning....stunning.... For instance....THE NEW SERVER PLANT The building was up and roofed...open areas where the doors and bays will be....the astonishing number of 36 bays for loading on one side was what really hit us....the identical number on the other side for the removal of the products...think of the production capabilities here!!! 36 loading bays!!! How many were at Metric??? I can assure you no where near 36....if, this is any indication of what Dell is expecting in the future...and, truly do we think they are building these huge complexes so people have a place to go to get out of the heat? Dell is hiding something here...IMO ... from what I have read...I believe there is quite a bit more going up here than what I have previously had knowledge of...now, truthfully I may have missed something but most of the thread knows I love the physical aspects of seeing the buildings and possible new construction sites...so, it does qualify as an interest of mine...I was amazed...just the dirt being pushed in some of these locations...massive acreage....these new sites just continue to once again show the planned growth by Dell for the "going forward"....truly "more of this will occur in the future than has occurred in the past".... So, back to that statement Drew BABES.......Make that We'''''''rrrrrrrrrreeeeeee Fiiiiiiiiiiilllllltttthy Riiiiiiiiiccch Best, Kemble