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

To: vc21 who wrote (98087)	2/12/1999 4:04:00 PM
From: Jon Stept	Read Replies (1) \| Respond to of 176387

vc21-"Niles did provide data..." Exactly! Just like Kumar provided his data, but when he made his argument, there were too many holes like he considered only US sales and only the one quarter and he was counting units shipped instead of revenue. Let's take apart Niles argument. I would rather have Dell sell 2.2m units with higher margin than 2.3m with lower margin. He does not include relative margin, so that argument is a fallacy. He says shortfall of US corporate desktop and server revenues. I did not know that Dell only sold computers, and yet only in the US. Without foreign sales and revenues from other products, that argument is a fallacy too. That is my opinion. And until Niles provides some logic and facts, I take his views as opinion too. Jon :)