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

To: Chuzzlewit who wrote (102808)	2/18/1999 7:53:00 PM
From: Lockeon	Read Replies (1) \| Respond to of 176387

Chuzz - Thank You. Yes, I know that- I've followed your thoughts though I have to admit that on occasion I cannot quite follow them simply because I'm not quite conversant with the terms that you use....<BG>. I've been trying to glean some info. from various threads to enhance my knowledge and bring it into play with my understanding of the underlying realities. And I thank you for the explanation... Now here is something from someone that I respect.... The ROE of a company will eventually equal its eps growth rate (atleast that's what I think the dude is saying - I could be wrong), or its PEG - I'm not quite sure. This same gentleman said that including a beta in your CNPEG2 didn't seem to be quite as justified as the CNPEG itself, when I brought it to his attention (as you can see, I've been somewhat of a fan of yours, and I've been trying to figure this out from a somewhat simpler point of view - <VBG>). On another note, the Fool site suggests that one of the key ratios that should be looked at is the Flow Ratio defined as receivables vs. payables - which they say should really be less than 1 - i.e. they should owe more than they have owed, something that is in line with your thoughts since then the companies that are owed essentially pay for ones operations (converse I understand, to popular belief....<G>). Any insights? Thanks....<G> Have a Great rub....<smile>

To: Chuzzlewit who wrote (102808)	2/21/1999 2:43:00 PM
From: KwanK	Read Replies (2) \| Respond to of 176387

CTC, can you help me in calculating DELL ROIC, something wrong with my math. ROIC = Net Operating profit after Tax /Invested Capital ROIC = Net Income / (Company assets-Liabilities-Cash) looking at the DELL Statement ending January 29,1999 ROIC = 1460 / (6877-4556-520) ROIC = 1460 / 1801 = 81% I know this wrong because DELL stated on the bottom of this report to have an ROIC of 170%. I appreciate this help, and I am learning more about this aspect from your discussion here, and I thank you for that. Kwan