SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: Chuzzlewit who wrote (59859)8/20/1998 2:56:00 PM
From: Mohan Marette  Read Replies (2) | Respond to of 176387
 
Now for the bad news.....

Hi Paul:

Thanks Paul, I dig the cash flow bit but what do you think about this?

Net revenue by geographic region:
---------% of total net revenue---8/98----5/98--8/97
Americas-------------------------- 69% 67% 71%
Europe-----------------------------25% 26% 22%
Asia-Pacific and Japan--------------6% 7% 7%

Could this be a function of growth or are we in deep doo-dooo??? I want to try and logically eliminate any doubt so your input will be welcomed with a sigh of relief assuming it is good, otherwise I guess I will take my chances for lack of a better alternative.

Besides the above, the last negative for DELL I can think of is missing any steps on the way as the company can not afford to do this at this point otherwise we would have to give back the premium that we are getting now to somebody.

I know compared to others these are minor issues but in the wake of all this good news it is imperative that we look at the possible negatives and the implications,NO????

Thanks.