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

To: D. Swiss who wrote (165799)	6/13/2001 10:36:59 PM
From: John Koligman	Read Replies (1) \| Respond to of 176387

I have a real time news feed from Cybercorp, saw the 'Mikey sells 10M' news hit at 13:48, the stock immediately started tanking, although the NAS started down also, which I'm sure only helped matters along for Dell on the downside. In addition to all the others, the wires today had news items on Lambert unloading 100k shares, and VP Thomas Green unloading 100K shares. I know, must be that 'semiannual window' that they HAVE to sell during. <ggg> Regards, John

To: D. Swiss who wrote (165799)	6/13/2001 11:27:14 PM
From: calgal	Read Replies (1) \| Respond to of 176387

2:09PM Dell Computer (DELL) 25.60 -0.50 (-1.9%): According to traders, Dow Jones running headline that Michael Dell has filed to sell 10 mln shares. We have not found an SEC filing verifying this report. finance.yahoo.com

To: D. Swiss who wrote (165799)	6/14/2001 12:22:37 AM
From: Bill F.	Respond to of 176387

great post drew...i see that you no longer believe management but are relying on your own efforts...touche'...i hadnt realized the magnitude of the insider sells.....thanks.

To: D. Swiss who wrote (165799)	6/14/2001 5:56:07 AM
From: Sig	Read Replies (2) \| Respond to of 176387

<<<I hope people are getting the hint that things are not Rosy in Dell land. >>> OK, this convinces me the price war is real. Since Cpq and Gtw are talking tough and plan to stay in the game regardless of losing money, things will get real nasty and even personal. MSD and Mort selling shares seems a defensive measure since the bear talk will continue with an unknown result on stock prices. If all the biggies decide to stay in the game, they will rack up some marvelous losses in the overall industry which will lead to even more bad press. In this situation, I agree with what Dell is doing-cut prices to the bone, take a bit lower margin, much greater market share, and get this war over with ASAP. Sept and Oct will be the telling months with back to school sales. Sig