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

To: SecularBull who wrote (101835)	2/17/1999 12:32:00 PM
From: Mohan Marette	Read Replies (8) \| Respond to of 176387

Now let's count them shall we. Q4 HIGHLIGHTS....a one and-a two.... LoD: Can you please count these and let us know what we got here,in your spare time of course.<vbg> =============================== 1)Dell grew 3x faster than CPQ in Q4 2)Dell gained more than 2 points in market share,more than any other. 3)Dell win rate 50-60% for large customers in Q4 4)Dell Intenet sales $14 million a day,more than any other company. 5)Dell Gross margin up to 22.4% from 22% 6)Dell Sales in Europe grew 40% 7)Dell Sales in the Americas grew 39% 8)Dell Sales in Asia grew 39% 9)Dell Dell in China-The greatest gains among competitors in 1998 were made by Legend and Dell with annual unit shipment increases of 73.4% and 45.9%. 10)Dell 20th consecutive quarter of record revenue for Dell. 11)Dell Opex leverage caused net margin to expand to record levels of 8.2% from 8% from prior quarter and 7.6% from prior year. 12)Dell Kick-ass or superior working capital efficiencies better than any in the biz,BAR NONE. count them- a)Iventory days reduced to 6 days from 7 (Inv turn 61x/annum) b)Decreaseing DSO to 37 from 41 c)Cash flow generation an astounding $750 million 13)Dell As if these weren't enough a 2 for 1 Stock Split. 14)Dell EPS growth 55% sequential and 64% YOY 15)Dell Net revenue growth 38% sequential,48% YOY 16)Dell Operating Income growth 50% sequential & 56% YOY 17)Dell Net Income growth 49% sequential and 55% YOY 18)Dell Cash & Marketable securites incresed to $3.2 billion CONCLUSION-DELL's Kick-Ass MODEL INTACT.