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

To: Chuzzlewit who wrote (87139)	12/28/1998 2:51:00 PM
From: Mohan Marette	Read Replies (6) \| Respond to of 176387

Paul: I think I should have said the 'accounting type or CPA type',eh? Don't know of too many CPAs starting or running any company of substance or for that matter not of substance. Anyhow I'll have you know that you are excluded from these 'types'.<vbg>

To: Chuzzlewit who wrote (87139)	12/28/1998 2:57:00 PM
From: Lee	Read Replies (1) \| Respond to of 176387

Hi Chuzz,..Re:.the more I look at Dell the more impressed I am. I think if I remember correctly that Jim P was espousing book value not too long ago for Dell! LOL! We do like ROIC but what about cash/share. YHOO shows this value on a per share basis for the most recent quarterly report and for Dell it shows 2.20 on 1.27 B shares. The reason I ask is that PSIX shows 6.47 on 51.8 m shares. Seems like they're sitting on a lot of cash? And what would be considered a good ratio for cash/share? Happy Monday, Lee

To: Chuzzlewit who wrote (87139)	12/28/1998 5:22:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Chuzz, Hi!!! RE: Nope, I am a "financial type", and the more I look at Dell the more impressed I am. Remember, the micro-financial types (like me) are the ones who dissect operations to death, and leave valuations to the market. Book value? totally irrelevant! ROIC and top line growth? that's where the action is! Knowing your desire to "dissect" and background of.... my respect of your knowledge and boasting of Dell's amazing numbers....This education from individuals such as you .... further solidifies my confidence in the future of Dell... At what point does someone write that book about Dell's ROIC?? Best, kemble