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

To: Chuzzlewit who wrote (116133)	4/10/1999 11:59:00 PM
From: Meathead	Read Replies (1) \| Respond to of 176387

Itchy palms... is that good or bad? Anyway, I think I agree. Making some basic assumptions, $50/2%net a box net doesn't sound unreasonable for the lowest level of value add services where IBM designs and specifies, Dell builds and ships. Cash conversion cycle not withstanding, the discussion tends to flow in a vacuum as the benefits of eliminating royalty payments and access to products and services that will grow their high margin enterprise business are things I tend to neglect for the sake of focus. MEATHEAD