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

To: TTOSBT who wrote (120830)	4/27/1999 12:51:00 PM
From: Frank E W	Read Replies (1) \| Respond to of 176387

IMO INTC owes a lot to DELL!! dont get me wrong INTC is a great company but many of the ways they now do business came from DELL! Frank

To: TTOSBT who wrote (120830)	4/27/1999 12:51:00 PM
From: John Hauser	Respond to of 176387

Good luck, Chuzz. eom JH

To: TTOSBT who wrote (120830)	4/27/1999 3:52:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

TTOSBT -- I take nothing away from INTC -- it is a great company. BUT here is one small reason that Dell is in a class apart. From the figures in INTC's last 10-K: INTC's ROIC is about 37.2% (excluding writeoffs for purchased R&D). That's less than one fifth of the ROIC reported by Dell for the same period. Here's another parameter: cash generating ability (CCC) is not even close to Dell's! The one area where INTC shines is in profitability. But that is the nature of the industry and does not reflect management of assets (which is my point). Using the parameters I routinely watch, I must repeat: Dell is the best managed company I have ever seen -- bar none. TTFN, CTC