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

To: Jack T. Pearson who wrote (69250)	10/19/1999 7:19:00 AM
From: AurumRabosa	Respond to of 132070

My opinion is that Dell is overvalued. I've been to Asia many times and I don't think mail order will work like in the US. I think Dell's future growth is limited and anyone that thinks they can extrapolate Dell's past growth rate into future stock profits is dreaming. I put my money where where my mouth is and bought Dell puts which are moving deeper into the money every day. Enjoy the ride down. Just my opinion. Jack, you seem to have a good grip on Dell. Could you please explain why the rats are fleeing the sinking ship and selling so much insider stock? Edit: Jack I see you've danced around insider selling so let me help you. DRAM prices increases are just the only factor they're willing to admit at this point. In fact Taiwan has shortages in keyboards, monitors, etc. When will Dell and INTC managements admit the truth and warn investors of the potential damage to their earnings this quarter? nikkeibp.asiabiztech.com