Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: stockman_scott who wrote (164898)	4/23/2001 11:30:50 PM
From: stubba	Read Replies (1) \| Respond to of 176387

Carl Everett retired (left DELL) Doesn't seem unusual for him to liquidate the majority of his holding since he is no longer with the company Kevin Rollins has been exercising options like clockwork when they become vested. Unvested options do not show up as part of his holdings in the company. I think you can look up history on his option grants and see that he still has tremendous holdings in DELL (thru unvested stock options) I would not put much emphasis on Rollins regular diversification because he sold about 600k shares last qtr at $17 1/2 while MSD was buying 18 million shares.

To: stockman_scott who wrote (164898)	4/24/2001 11:18:01 AM
From: D. Swiss	Read Replies (2) \| Respond to of 176387

Scott, the thing that bothers me most is that there is a price war going on and that benefits nobody unless a competitor will go put of business as a result. It does not seem like a plausible result, but Dogway could be acquired. It also seems like gaining market share in the fast moving consumer business doesn't go very far in the long run. Consumers will not have loyalty for long (especially with what I have heard, and experienced, is deteriorating customer service). If you have a problem with a Dell computer, it takes an hour or longer to get a live body. :o) Drew