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

To: Chuzzlewit who wrote (80228)	11/14/1998 5:57:00 PM
From: powershred	Respond to of 176387

Thanks Chuz...we are on the same wavelength here..your points are exactly why brokers are the ones with the fancy cars (have you ever thought that these guys started riding the subway to the offices and gave advices to people in limos???ggggg). So, let them sell...and sell all they can...I am sure most of us will pick up a couple here and there...In the time I have been at SI..I have noticed the obvious players within this thread...there are (1)the believers (kembs, LOD, Dellicious, you, etc.., (2)the doubters (LT, Candlestick, etc.), the wanna bees (the occassional posters who profess to know), and the (4)Non-commiters (trades both ways). It has been obvious that over the past three years the believers have been blessed. I missed the boat then (I was not born yet!ggg!) and am trying to actively trade DELL both ways to make up for it (I do hold it in my retirement account). I was hoping for sharing and learning trading ideas when I first joined...but sad to say...So, I just bookmark everyone relevant and surf from thread to thread looking for that unselfish trading buddy! With best regards...highly doubt dell will break below 60s but......currently looking to short AMZN, YHOO, and OEW if the cards are in place.

To: Chuzzlewit who wrote (80228)	11/14/1998 6:57:00 PM
From: larry	Read Replies (2) \| Respond to of 176387

Chuzz and all, Can you guys give me a good explanation on this? Thanks. I had the same question, but this YHOO! board posted said it better than I do: "Two quarter's Dell's DSO's were 35 days, one quarter ago they jumped to 37 days and this quarter they jumped to 40 days. You're right, a bump in DSO's is not definitively a sign of problems but it often is and Wall Street knows this. So in May the Dell CFO said on the conference call that he was not happy with the rise in DSO's and would bring them down. Well, they didn't go down, they went up and that is worrisome. If a company does a disporoportionate amount of their sales at the end of a quarter, their DSO's go up. They also go up if the company is offering aggressive terms. Either one of these scenarios is negative. There have been many cases of first rising DSO's then a missed quarter." good luck, larry!