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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: James Fink who wrote (36035)	3/30/1998 11:09:00 AM
From: Meathead	Read Replies (3) of 176387

No sir. Read the proxy before getting your panties in a wad. It's more complicated than the WSJ would report. Mis-information and sensationalism are the scare tactics used to create a perception that insiders "know it's over" when anything could be further from the truth. Newbies who don't investigate and analyze to uncover the truth get burned badly when shorting high quality stocks like Dell, Cisco and Microsoft based on journalistic kaka. The truth is that two thirds of Morts stock intrest is not fully vested and not excerciseable. 31% represents one third of one third (or roughly 10%) of entire holdings. Mort has a huge fortune at stake so I doubt he'd be spreadin lies to dump small portions of his stock. The same goes for other top executives at Dell. Most folks don't realize just how much stock these guys actually have and how much is riding on the continued performance of the company. All of the big decision makes have their fortunes directly tied to the performance of the company/stock. This is one of many reasons why it's great to own this stock... or would you rather own Compaq where management makes their money from their salaries and not much is tied to stock performance... you can see the results of such an incentive structure. Happy shorting MEATHEAD

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