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

To: Meathead who wrote (160541)	9/9/2000 1:39:56 AM
From: IceShark	Read Replies (1) \| Respond to of 176388

Meat, you are citing the standard answers for not expensing options. I understand the whole shebang, and it boils down to future expectations and hidden dilution. Based on past performance. And you are right, most couldn't figure it out if it came up and bit them on the arse, much less how to guess about future results, so I have given up arguing about it some 3 years ago. Did you see the Jay Leno "JayWalkers"? I don't know where they find people that stoopit, but they are out there. -g- I think our big difference on this issue is if it was more straight forward the high prices wouldn't stand. That is where I come back to the question of a dell or msft or amzn shareholder: How much money do you ever expect to receive from this company? The answer is none, unless you can sell the paper to someone else. If that paper gets oosiked, you are a dead duck on the investment with nothing but air below you. Yea, I know this is an over simplification. -g-

To: Meathead who wrote (160541)	9/9/2000 9:26:12 AM
From: mepci	Read Replies (1) \| Respond to of 176388

M: It is the size and ability to hide(even though you get a peak of the kimono) that matters. Do you have any idea how much Dell paid from current earnings for the 835m or so shares they bought? How many of these shares were given to employees? How many were given to the kid and the top management? How much the employees paid for it? Let us say on the average Dell paid $20B over and above they collected from employees(mostly under $1/sh). SE of $9B pales in comparison. Don't you think a SEf $18B will fetch a better price and p/e and peg. Common, do full analysis. Don't stop short. That is the real dd. I do like the way you post. I am here to learn and use it in making my decisions. This is all DMUU (decision making under uncertainity) you know.