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

To: gc who wrote (80071)	11/13/1998 6:40:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

If you guys would do some arithmetic you would discover that Kumar's claim is incorrect. Dell does report desktop revenue numbers if you would take the time to read and analyze the quarterly report. On a revenue basis Dell's sequential increase in desktop sales was 9.6%. On a unit basis I would expect that the sequential growth was greater than 10% because selling prices continued to fall through the quarter. This is obscured by the fact that the percentage of revenues derived from desktop sales declined from 66% last quarter to 65% this quarter. CTC

To: gc who wrote (80071)	11/13/1998 7:04:00 PM
From: Jerry Olson	Read Replies (1) \| Respond to of 176387

While I am a long term bull on DELL, and was part of the old thread in 96-97, i just wanted to post this for the negative soothsayers here.. obviously they have missed this fabulous boat...they didn't have the foresight or the money to buy this terrific company... i'm not interested in any replies...just read and understand... BTW anyone see MIss Rosemary?? or William Spaulding??? oh yeah for all you "missed boat people"...you could have & should have bought DELL at any time in the last 3 years at any price and made a load of cash...if you had any investment/trading insight, you would be rich like the rest of us... and guess what??? it's still not to late, to enjoy the best run co. on any exchange...the incredible story has still not totally unfolded... no not yet...watch and try to understand the meaning of quality at it's best... what's the difference if DELL selloffs to 30-40-50 so what???? you obviously do not have a clue to investing, or you would have accumulated this stock all along.... anyway, someday in the far far distant future when you all grow up to be big boys & girls, maybe you too, can be wealthy...:>} Nov 13, 1998 (6:04 PM ET) - The Motley Fool Evening News Dell Computer (Nasdaq:DELL - news) fell $5 1/4 to $63 15/16 after reporting another quarter of solid results last night. The company reported a 51% year-over-year increase in Q4 revenues of $4.82 billion and a 65% increase in EPS of $0.28. That amounts to sequential growth of 11%, which translates into annualized growth a percentage point better than the 52% year-to-date revenue growth the company also reported. Capital productivity again was stellar, with return on invested capital (ROIC) of 190%. If anything could be argued on this score, it would be that ROIC for the quarter was down from last quarter's 217%. With a company that is building infrastructure so quickly, though, a 27 percentage point decrease in ROIC can't be that badly criticized, as infrastructure never grows in a fully linear fashion. Lots of noise has been made today about the negative call Piper Jaffray analyst Ashok Kumar made on the company's desktop unit growth slowing during the quarter. The story for the quarter isn't just desktops, but overall sales and unit growth in all categories, including laptops, workstations, and servers. Which is more important: 11% sequential growth in units for $1,800 desktops, or 16% sequential growth in laptop unit sales and 29% sequential growth in enterprise unit sales? Dell can hardly be faulted on its desktop unit performance when you look at the overall product mix and maintenance in average selling price sequentially, especially when a shortage of Xeon chips held back enterprise growth during the quarter. The slowing-desktop-unit-growth thesis as a bottom line assessment of the quarter is way off the mark and is blind to the real story of how well Dell did this quarter. with warm regards to all, Jerry

To: gc who wrote (80071)	11/13/1998 9:48:00 PM
From: Naggrachi	Read Replies (1) \| Respond to of 176387

Re: Desktop units From the Motely Fools Evening news: <<Dell Computer (Nasdaq: DELL) fell $5 1/4 to $63 15/16 after reporting another quarter of solid results last night. The company reported a 51% year-over-year increase in Q4 revenues of $4.82 billion and a 65% increase in EPS of $0.28. That amounts to sequential growth of 11%, which translates into annualized growth a percentage point better than the 52% year-to-date revenue growth the company also reported. Capital productivity again was stellar, with return on invested capital (ROIC) of 190%. If anything could be argued on this score, it would be that ROIC for the quarter was down from last quarter's 217%. With a company that is building infrastructure so quickly, though, a 27 percentage point decrease in ROIC can't be that badly criticized, as infrastructure never grows in a fully linear fashion. Lots of noise has been made today about the negative call Piper Jaffray analyst Ashok Kumar made on the company's desktop unit growth slowing during the quarter. The story for the quarter isn't just desktops, but overall sales and unit growth in all categories, including laptops, workstations, and servers. Which is more important: 11% sequential growth in units for $1,800 desktops, or 16% sequential growth in laptop unit sales and 29% sequential growth in enterprise unit sales? Dell can hardly be faulted on its desktop unit performance when you look at the overall product mix and maintenance in average selling price sequentially, especially when a shortage of Xeon chips held back enterprise growth during the quarter. The slowing-desktop-unit-growth thesis as a bottom line assessment of the quarter is way off the mark and is blind to the real story of how well Dell did this quarter.>> Zead