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

To: Mohan Marette who wrote (80272)	11/14/1998 4:10:00 PM
From: kemble s. matter	Respond to of 176387

Mohan, Hi!!! <<Quite refreshing I say,kudos to Computerworld.>> Yes...just the facts...interesting FACT here...Michael continually projects future visions that have consistently come true...for quite sometime now quite a few of us have discussed how he barely gives Dell credit for what they have predicted...AND ON TOP OF IT....DELL IS ALWAYS UNDERESTIMATING their future potential...damn...wish I would have figured this out two years ago...I'd have bought a great deal more Dell a lot sooner... :o) Best, kemble

To: Mohan Marette who wrote (80272)	11/14/1998 5:59:00 PM
From: Voltaire	Respond to of 176387

Boy, you are right Mohan, nothing beats simplicity! Voltaire

To: Mohan Marette who wrote (80272)	11/14/1998 6:05:00 PM
From: joseph w renfrow	Read Replies (1) \| Respond to of 176387

Hi MOhan....If you and the gang haven't seen this, then here's a little nore polish for the apple..and it is taken , I might add in the correct view...WOW!!!!! Oh ..BTW...This is from the guys over at the FOOL!!! 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. Now that's real reporting!! None of that BS here,,,Thank you Mr.Kumar...VBG