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Strategies & Market Trends : Value Investing

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To: j g cordes who wrote (15062)8/4/2002 11:27:06 PM
From: TimbaBear  Read Replies (3) of 78548
 
j g cordes

"...you're right, but I'll assume that in light of recent negative talk about stock options DELL will see the light..."

So, let's see if I understand your rationale here. A company goes from taking 35% of owner's earnings, to taking 77% the next year and then 90% the year after that is....all of a sudden.....going to change? You're kidding, right?!?

I hope your investing decisions are better thought out than this type of rationale, or you just might as well send them the check directly instead of play-acting about really having an interest in sharing the profits of the business.

"...I take it you're long..

I hope that was humor, and I missed it. No, James, since I discovered that they are grabbing 90% of the Cash Flow, I am NOT long. I did not post the analysis to promote a stock position (either long or short), I posted it because I was incredulous.

I wish you luck with your new position in DELL, I think you're going to need it.

Timba
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