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

To: Knighty Tin who wrote (99742)	2/15/1999 6:41:00 PM
From: TREND1	Read Replies (1) \| Respond to of 176387

Mike I now follow and trade Micron and DELL. (1) Short Micron only. (2) Long DELL only. Now let's hear it directly from you !!! Are DELL's margins falling ???? Or do you think they will be falling ??? Or have you given up on margins.margins.margins.margins ??? Hal(Larry Dudash)

To: Knighty Tin who wrote (99742)	2/15/1999 7:00:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

For your information I have been warning people on this thread for the last month or so of what I consider to be overheated prices on Dell stock. It might also interest you to note that I have been talking about a gradual slowdown in the growth of revenues for some time. And finally, I never have, and never will claim to have a window on the future. But what I do claim is honest analysis. All of the number I have provided have been given with their source. And every analytical technique I use has been presented in full. Much the same claims might be made by many other posters on this thread (except the price issue) including, but not limited to: BGR, Gabriel Dubois, Jim Kelley, Gregory Mullineaux, and John Rosser inter alia. But you cannot make the same claim. Your hand has been called, and instead of honestly conceding the point we have another veiled reference to a nefarious act: I knew that Dell was in deep kimshee since he ran the receivables balloon game last quarter. Now I suppose by this reference you mean to tell us that the receivables period has increased, and this is undoubtedly the result of some financial sleight of hand to dupe is poor investors. So let me head you off at the pass on this one. The receivables period is heavily influenced by the timing of the sale. A big increase in sales towards the end of the quarter might be taken as evidence of "backloading the quarter". But that doesn't work in Dell's case. Why? Because margins increased sequentially, which is exactly the opposite of what you'd expect a back-loaded quarter to look like. Or you might argue that it is the result of stuffing the channels. Except Dell doesn't have channels. But let me give you a more like reason. In Europe and Asia customary business practices are for receivables to run for longer periods than they do in the US. As a business increases foreign exposure, receivables rise. That's how you do business abroad. CTC

To: Knighty Tin who wrote (99742)	2/15/1999 7:13:00 PM
From: Buster O. Hype	Read Replies (2) \| Respond to of 176387

Michael, you said that obviously Dell fed Niles the info so the can Dell can then 'beat' this lowballed number. I agree with you that they most likely fed him the info but I believe they did it so the stock doesn't skyrocket in anticipation of blowout earnings. If not for Niles statement, Dell will probably be at 110 or more tomorrow. Imagine the drop the stock will take if those numbers are correct. Stocks normally don't survive 20+ point gap downs. Niles did the company a favor, sort of a pre-announcement, to cushion the fall to a more manageable level, give the funds a better chance of lightening up.