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To: Chuzzlewit who wrote (24311)	4/11/1999 1:06:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 77397

lol. Did you see Message 8839077 You never disappoint, Sir Chuzz <g>. Frank

To: Chuzzlewit who wrote (24311)	4/11/1999 1:10:00 PM
From: Eric	Respond to of 77397

Chuzzlewit, I have to agree with your points. Cash flow is the ultimate way of defining a companies success at selling products and services. Compaq is still not executing as well as Dell and I don't expect that to change markedly in the future. Monday will be interesting and will probably lead to another good entry point for the best stocks. I'm looking forward to how far the leg reacts to the knee! Eric

To: Chuzzlewit who wrote (24311)	4/11/1999 1:21:00 PM
From: Bindusagar Reddy	Read Replies (1) \| Respond to of 77397

Chuzzelwit, I agree that DELL has great ROIC, ROE. But can you tell how much equity and capital is these numbers based on. Stockholders equity is MEASLY 77cents. Can you tell me where is all the money DELL made last few years on the balance sheet. I will tell you, they spent on buying back the shares issued to employees at low prices and keep the share count stable to prevent dilution, but the money is coming out of the stockholders equity to pay for these overvalued shares Michael DELL and others sell every quarter to FOOLS on the street and to the company itself. It is a gimmick. I would like to see the so called cashflow reflected in the balance sheet at the end of the year. All I see is measly increase in stockholders equity. Wait until they buy back few more millions of shares next quarter, th equity will drop to 50c and the ROE will look even better. I am not short DELL, I wish you good luck with DELL. I am not trying to take anything away from DELL, a great growth story. But what price one should pay is debatable. Ultimately markets will decide in a long term. Good luck. BR I can boast 200 % return on equity when I only have 77 cents of stockholders equity per share. BR