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Technology Stocks : Dell Technologies Inc.

DELL 138.94

0.0%

Dec 5 9:30 AM EST

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To: Terrence Von Holidae who wrote (90974)	1/23/1999 5:01:00 PM
From: Chuzzlewit	Read Replies (1) of 176387

Terrence, I don't note any increasing frequency, and if you understood the Dell business model it would not be of any special concern to you. These sales coincide with the exercise of options, and are a surrogate for salaries. The reason for those coupled transactions is to avoid AMT. I have excerpted the insider trading history of Tom Meredith for your further reading pleasure. biz.yahoo.com Here's something for you to think about: given the large number of insider sales of Dell stock since the inception of the incentive plan and the coincident stellar performance of the stock in spite of these causes for "concern", would we conclude that this indicator is lacking in substance, or perhaps these officers and directors as a group are a bunch of dodos making idiotic decisions? Now if I were short DELL, I would view with alarm the kinds of sales data INTC has been ringing up. TTFN, CTC

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