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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Jack T. Pearson who wrote (69245)	10/18/1999 10:14:00 PM
From: Don Lloyd	Read Replies (2) \| Respond to of 132070

Jack - (Doesn't make sense. Implies Dell insiders sold because they knew there was going to be an earthquake!) I believe that the DRAM prices went up before the earthquake. THIS implies that the silicon crystals got advance inside information from the basalt just before it was mobilized. -g- Regards, Don

To: Jack T. Pearson who wrote (69245)	10/18/1999 10:48:00 PM
From: AurumRabosa	Read Replies (1) \| Respond to of 132070

Jack, They sold because they knew DELL was extremely overvalued and their earnings growth was slowing. They will not be well received in Asia and Latin America. They knew that it would not take much to tank the stock so they bailed out. No they didn't know there was going to be an earthquake in Taiwan but they did know their market prospects are dimming rapidly.