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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Ken W who wrote (14356)	3/8/1999 9:56:00 PM
From: freelyhovering	Respond to of 29382

Sergio--All the trouble is because JOLTIN JOE HAS GONE AWAY!!! FOR THE FINAL TIME. A moment of silence for a truly great human being. Myron

To: Ken W who wrote (14356)	3/9/1999 4:30:00 AM
From: Ditchdigger	Respond to of 29382

Morning Ken, sorry I did get back to you last night..Congrats on your DELL purchase for your grand baby,,she beat me by 1 /2 point<g>..Some of DELL #'s are staggering...1000 shares bought in "92"--split adjusted would now be 96,000 shares today.......here's to the next 10 years!!DD

To: Ken W who wrote (14356)	3/9/1999 5:21:00 AM
From: Ditchdigger	Read Replies (1) \| Respond to of 29382

Ken, here is a brief summary of DELLS fourth Q accomplishments 4th quarter earnings per share (EPS) increased 55% year-over-year. 4th quarter sales grew 38% year-over-year. Both gross and net margins increased. Return on Invested Capital (ROIC), although down, was still a stellar 170% (vs. 217%). Inventory turned over every 6 days (vs. every 7 days). The cash conversion cycle (CCC) was negative 12 days (vs. negative 8 days). Dell gained market share over its key competitors, growing the business at 3.5 times the rate of its competitors. Ford Motor Co. (NYSE: F) announced it was standardizing on Dell computers. Internet sales are now more than $14 million per day, equivalent to a $5 billion annual run rate. International growth was also impressive. For example, growth was profitable in Asia-Pacific and revenue growth in that region was 30%, while unit ship growth was five times the market rate. Toss in the IBM deal and the future looks bright IMO---with a 90 PE or not<g>..;^DD