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

To: jbn3 who wrote (59045)	8/18/1998 4:34:00 PM
From: Bill Wexler	Respond to of 176387

Congratulations to the longs here. You have to admire Michael Dell and his management team. What an astounding quarter!

To: jbn3 who wrote (59045)	8/18/1998 4:43:00 PM
From: Chuzzlewit	Read Replies (5) \| Respond to of 176387

Bachman, here's the financial fact sheet: dell.com gross margin improved from 22.3% last quarter to 22.7% this quarter. Net margin climbed to 8%. Servers are the fastest growing segment of the business, and now account for 12% of sales. Europe is the fastest growing geographic area -- now 25% of sales. Inventory remains at about 8 days. ASP is $2,400. ROIC is a blistering 217%! I haven't had time to analyze the whole report, but at first blush it looks great! TTFN, CTC