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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 9:30 AM EST

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To: Mary Cluney who wrote (160416)	9/7/2000 12:55:24 PM
From: TTOSBT	Read Replies (1) of 176387

Re: "Right now Scott McNealy and Lou Gerstner are terrific practitioners of selling their vision - even though I don't think much of their vision. The investment community obviously do not agree with me. DELL I beleive, has a terrific story to tell, and it is not being told. Michael Dell used to do this very well, when he used to appear on all the business TV stations, shareholder and analyst meetings. " Hi Mary. Because I do not know I ask; How many shares have McNealy & Gerstner sold of their respective companies? How many has Dell sold of Dell? While I personally do not view it as a negative as long as the press can print "Dell is selling Dell" it will be hard for him to sell his vision while selling his shares. Remember Kumar's comments say buy Dell while Dell himself is selling no matter at what percent of his holdings. The perception is Dell's actions are speaking louder than his words. TTOSBT

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