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

To: stock bull who wrote (60268)	8/22/1998 4:39:00 PM
From: JBird77777	Read Replies (1) \| Respond to of 176387

Re: So even if the company is all screwed-up, the stock isn't. Hopefully, you are speaking hypothetically. Perhaps the best evidence of whether or not a company is "screwed-up" is its performance record, particularly with respect to earnings per share. Dell's stock has soared because earnings per share have soared, and because investors have confidence that Dell's management will continue to perform. JB

To: stock bull who wrote (60268)	8/22/1998 4:50:00 PM
From: freeus	Respond to of 176387

re so even if the company is all screwed up, the stock isnt The company is superb!

To: stock bull who wrote (60268)	8/22/1998 7:12:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

Stock Bull, your ignorance is showing. I think you haven't the vaguest idea of how fantastic a company Dell is! There is no other company that I know of that has an ROIC like Dell's. There is no other company that has a cash conversion cycle as low as Dell's. These are the financial engines that allow it to grow 50%+ per annum (in revenues) without resort to heavy external financing. Dell has no problems. Look at its cash flow statement. Look at its income statement. It is the only major player in the computer industry that has excellent profits. In fact, Dell's profits this last quarter exceeded CPQ, HWP and IBM's combined. I could go on and on, but I think you need to dig some of this stuff out yourself. You have a lot of homework to do. TTFN, CTC

To: stock bull who wrote (60268)	8/24/1998 6:26:00 AM
From: LWolf	Read Replies (2) \| Respond to of 176387

stock bull, re note to Gary I too felt the answer to Gary did not make sense. Gary asked why he should buy Dell computers (to which jbn3 gave a plausible answer). Your answer talks to the company (misinformation) and stock. Such an oblique way of answering a question! The logic of the reply was inconsistent to the question being framed. I personally cringed when I saw the reply, and hoped someone on the thread would give Gary a reasonable answer. (BTW Gary is a pretty savvy investor over on the CSCO thread and very knowledgeable about Cisco's products, and I'm sure he was scratching his head, when he read your message). May I suggest more direct answers to questions, to eliminate misunderstanding and frustration for any and all. Laura

To: stock bull who wrote (60268)	8/24/1998 10:40:00 AM
From: The Phoenix	Read Replies (5) \| Respond to of 176387

Stock Bull, Well being a fundamentalist I typically invest in companies...not stock. But your answer confirmed my suspicions. You see, the trouble with investing in a stock is that you have little insight as to when the street fall out of love. If I had foresight I would have purchased this stock a year or more ago and rode the specluation upwards. I didn't. So, if what you say is correct I can not see investing at this late stage. The street could fall out of love tomorrow and I'd be left holding the bag. OG