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


To: jhg_in_kc who wrote (60710)8/25/1998 11:12:00 AM
From: Petrus  Read Replies (2) | Respond to of 176387
 
DELL IS DELL..
THINKING OF CONCENTRATING MY HOLDINGS IN DELL & CISCO. SGP & PFE.
HD, WMT & COST. TBR & XON....STOP..ANY OTHERS ?



To: jhg_in_kc who wrote (60710)8/25/1998 11:13:00 AM
From: MichaelW  Respond to of 176387
 
If Dell screwed up the books, there would probably be share holder law-suits, something I doubt Dell wants.

MW

PS: Fear is a terrible waste.



To: jhg_in_kc who wrote (60710)8/25/1998 11:25:00 AM
From: The Phoenix  Read Replies (6) | Respond to of 176387
 
WHAT! Honest DELL - restate numbers!!! Never!!! Michael would never let that happen. Of course he looks over the books on a daily basis - just as he overseas corporate operations and deals with the press, competitive issues, customer satisfaction issues. No, I suspect Michael would never let this happen.

BTW: Did you know that the successful US economy is solely because of Clinton. Yes, I know he's not an honest man, but the country is successful solely because of him. After all he is the President...right?

OG



To: jhg_in_kc who wrote (60710)8/25/1998 12:08:00 PM
From: Chuzzlewit  Read Replies (2) | Respond to of 176387
 
jhg, restatement of numbers is always a fear in investing, but here are some general symptoms to watch out for:

positive earnings and negative cash flows;
growing differentials between provision for income taxes and income taxes paid;
unreasonably small charges for depreciation;
large increases in DSO;

Dell exhibits none of these symptoms.

There is only one symptom that would ordinarily cause me to raise my eyebrows: Dell has significantly outperformed all of its rivals for several years running. However, there is nothing in the company's 10-Ks or 10-Qs that leads me to conclude that there is the remotest chance of these results being the result of "creative accounting".

By way of credentials, I smelled out the OXHP debacle before it occurred.

TTFN,
CTC