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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: mepci who wrote (160529)	9/8/2000 11:19:55 PM
From: Meathead	Read Replies (2) \| Respond to of 176388

Astute observation mepci. Re: See how shareholders money is transfered nicely to the kid (primarily). Absolutely true but nothing suspicious IMO. I am generally surprised at how many people I talk to who don't even remotely understand how this works. I think that the media and many shareholders totally miss the boat here and freak out when MD sells shares quarterly. They take it as a sign that he has lost confidence in the co's prospects and is reducing his stake accordingly. The reality is that his stake in the co. has remained at ~13-14% since day one. He is only selling the options that he and the shareholders have awarded him. I'd do the same thing if I were in his shoes. I also believe that MD deserves this self directed compensation as long as the shareholders vote for it... after all, he is the one most directly responsible for the company's success. The long term effects of this strategy are obviously dillution of stockholders equity as it is taken directly from the cash/liquid portions of the balance sheet for share buybacks. As long as the yearly buyback costs are mouse nuts compared to the earnings and cash position, I'm not going to worry too much about it. Over the last couple of years, Dell has managed to keep the shares outstanding relatively flat while growing their higly liquid portion of the balance sheet from 2 billion to around 9 billion dollars. All this while minting thousands of Dellionaires and Sr. Mgmt Billionaires. Not too shabby IMO... MEATHEAD

To: mepci who wrote (160529)	9/8/2000 11:34:07 PM
From: calgal	Read Replies (1) \| Respond to of 176388

Hi mepci: ...and here is the news that Drew mentioned.:)Leigh The PC sector has suffered lately on the estimation by some analysts that the demand for PCs is softening. Shares of Apple (AAPL: -2.25, 59.75), Compaq (CPQ: -0.19, 32.69), Dell (DELL: -0.81, 39.38), Hewlett-Packard (HWP: -2.06, 121.75) and IBM (IBM: -0.81, 132.56) all have had a turbulent ride this week. On the whole, PaineWebber remains bullish on the sector. "We continue to believe PC demand is improving -- and the only question is the rate of improvement." upside.com