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

To: The Phoenix who wrote (101884)	2/17/1999 12:52:00 PM
From: BGR	Read Replies (1) \| Respond to of 176387

Gary, There is absolutely no doubt in my mind that this Q was different from the past - the CC made the differences clear. But are the differences significant as far as the long term is concerned, I don't think so. Though, I am going to listen more carefully to Ashok Kumar in future (not Niles, as his was perhaps a case of divine intervention which on a regular basis I am reluctant to depend on). As for the future, I personally consider cash flow, margin and EPS to be more important that revenues, but the market may differ. DELL still maintains a better valuation than CSCO, though. -BGR.