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


To: Chuzzlewit who wrote (99756)2/15/1999 7:14:00 PM
From: Knighty Tin  Read Replies (2) | Respond to of 176387
 
Chuzzie, Still can't come up with the seasonal market share numbers, so you are trying to smoke screen your way out of it by misstating the receivables situation. O.K., since you won't supply data to back your comments, let's get the numbers out. Sales up a bit more than 10% while receivables up a little less than 20%. If that ain't backloading the quarter, nothing is. Let's see if he tries the same trick this time. And that is honest analysis, not my co. do or die analysis.

Let's see, I backed the market share #s with facts, you didn't. You tried to snow the world on the receivables balloon without ever quoting the actual size of the derigible. And you still haven't backed up your seasonal nonsense. Please do before trying to muddy the waters in other areas. Honest analysis, Chuzzie.

BTW, congrats on knowing that Dell was an overpriced trading sardine before Niles could nail you.

MB



To: Chuzzlewit who wrote (99756)2/15/1999 7:39:00 PM
From: BGR  Read Replies (1) | Respond to of 176387
 
CTC,

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.

If you have time, can you please explain why margins are expected to decrease in a backloaded quarter? TIA!

-BGR.