Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Lucretius who wrote (102226)	2/17/1999 7:13:00 PM
From: hsg	Read Replies (1) \| Respond to of 176387

I see a 10%-20% slid, with this being a fantastic long term buying opportunity. Any pullback in techs will be temporary.

To: Lucretius who wrote (102226)	2/17/1999 7:21:00 PM
From: Zeeko	Respond to of 176387

I hate to use facts with you but what part of the following suggest to you that the stock is going down the toilet: Financial Results >51% Revenue growth ,65% Earnings growth >Growth 3 times higher than nearest competitor >5 times the industry growth >Dell accounts for 1/3 of industry growth >#1 in unit, profit, and revenue growth >190% return on invested capital >3 times that of nearest competitor >$586 million in cash flow >$2.8 billion in cash and marketable securities >18 million shares repurchased Performance >Strong performance across all geographies >#2 in worldwide unit share >European growth extremely strong, 85% growth in 7 countries >49% revenue growth in Asia >25 times industry growth rate >Opened continuos flow plant in China to extend direct sales model >Internet revenue tripled >$10 million in revenue a day from Dell.com >20% of sales now from Internet >Product growth strong across all categories >Consumer sales grew 65% >Corporate sales up 38% >Dell now #1 PC supplier to corporate America >Enterprise revenue up 104%, now 14% of revenues >Server sales surged >Picked up 6 market share points in quarter >Now #2 US supplier of servers >#3 in world server sales >Storage solutions now being introduced for business/government Notebooks >11 times industry growth rate >9% of unit market share worldwide >Desktop sales up 37% >#2 supplier in US and worldwide >90% of units shipped were Pentium II-350 or higher >Revenue per unit remained flat compared to last quarter at $2400 >Unit shipments increased 66% year-over-year >Net margin decreased slightly from 2Q, from 11.6% to 11.4% >Gross margin improved from 22.5% to 22.7% >Inventory cycle reduced from 8 days to 7 days >Cash cycle down to –9 days (they receive cash from customers on average 9 days before they need to use it)