Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Patrick E.McDaniel who wrote (79296)	11/12/1998 6:22:00 PM
From: Sig	Respond to of 176388

<<<Mohan, I don't see anything in the report to kill the stock or run up dramatically.>>> Agreed.... When the smoke clears and portfolio managers review multi-bil companies with the idea of investing, this one statement will lead them to Dell.(after checking out Cpq) <<<Dell's Q3 Profit Up 55 Percent, Just Beats Estimate >> Sig

To: Patrick E.McDaniel who wrote (79296)	11/13/1998 5:37:00 AM
From: D. Swiss	Respond to of 176388

IMHO, this is an excellent report. Internet sales > $10 million per day which lowers Dell's operating costs, inventory is down to seven days, cash continues to improve by $179 million over Q2 in the face of a plant expansion, ASP's remained flat in a declining component cost and pricing environment (more business is moving to higher end Enterprise and portable systems, Asia sales are strong in a weak overall market and the future looks great with Asia on the rebound and opportunities in Latin America and the internet. Thank you Mikey and the rest of the management team for another fantastic job. You continue to execute flawlessly year after year. I am proud to be a shareholder. :o) Drew