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


To: stock bull who wrote (120043)4/22/1999 1:39:00 PM
From: Chuzzlewit  Read Replies (1) | Respond to of 176388
 
It varies from company to company. The best way to think about it is in incremental cash flow terms. That avoids a lot of the allocation issue but it makes generating and reading performance data pretty rough.

TTFN,
CTC



To: stock bull who wrote (120043)4/22/1999 1:39:00 PM
From: kjhwang  Read Replies (1) | Respond to of 176388
 
Tech guru Jim Seymour in his review of a list of 25 companies poised to do well had this to say about dell:

Dell stays on my list for another quarter, if perhaps only one more. Dell isn't the
spectacular growth engine we grew used to in fatter days, and the PC market isn't
going to be a great place to be -- or at least, not as great as it once was. I think
Dell will put up good numbers, better than most analysts expect, when it reports
its current quarter in May. As troubled as the boxmakers are, Dell's going to be
the least damaged of the lot. It will this year make strides toward taking over
Compaq's post as the largest PC maker. As I said in January, as long as
Corporate America keeps buying, Dell is going to do better than any other PC
maker.