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


To: KwanK who wrote (80086)11/13/1998 7:30:00 PM
From: Mohan Marette  Respond to of 176387
 
I hate to brag but what the hell.<vbg>

Hi Kwan,
Excellet but
...Some us dumb A#@!'fools' have figured that out way before the Motley Fool guys,Kumar and the 'wise' men on Wall Street.<Yahoooo>

Message 6409594



To: KwanK who wrote (80086)11/13/1998 8:22:00 PM
From: Mohan Marette  Respond to of 176387
 
This fool says phoooey. Blow up the irrelevant and ignore the facts yeah that is the ticket.

that Fool is right but......ROIC YOY Growth=12%

Hi Kwan : Much obliged again for posting the Fool's comment ,why? for one thing it got me going did it not?<g>

Another thing I would like to point out about the Fool's comment is that YOY the ROIC has improved from 178% to 190% and I am in complete agreement with that Fool regarding the sequential performance.

Man,it gets me when pundits blow up the irrelevant way out proportion while totally ignoring the facts.
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Source: Motley Fool
...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.
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Source: DELL

Here is the actual comparison of ROIC -YOY and sequential
                                       11/02/98 8/2/98 11/2/97 

Other information:
Headcount (approximate) 23,300 20,800 14,900
Average total revenue/unit (approximate) $ 2,400 $ 2,400 $ 2,600
Return on invested capital* 190% 217% 178%