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

To: GVTucker who wrote (169466)	5/3/2002 8:33:38 AM
From: Bob Kim	Read Replies (1) \| Respond to of 176387

GV, Maybe it's time for Dell to dust off the old foreign currency trading operation. <g>

To: GVTucker who wrote (169466)	5/3/2002 10:34:44 AM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

It's MDell's pay package that is important. Not revenue. Let's not forget that.

To: GVTucker who wrote (169466)	5/3/2002 12:10:00 PM
From: mepci	Respond to of 176387

GW: There are rules against schemes like Ponzi schemes. You are right- it is first shareholders responsbility. But making sure companies give proper information to shareholders is SEC's responsbilty. FASB used to say treasury information should be made available to the public. Somewhere along the line somebody dropped the bomb. It is important to know that every corporation has two businesses. One that place with shortterm and longterm resources. The other that plays with stockholders equity. It is time that all options are treated as payroll expenses and as such moved up in the balance sheet from stockholders equity row to current period expense row. Just like pension fund , there should be a separate fund for options. Due diligence should be applied to how much is allocated to this fund and what kind of risks the corporation can take with this fund. Then only the stockholders will know what to do, if a vote is solicited. Current accounting practices allow too much hiding of the information from the owners. Lok at what you really own (but not have control on it). Take stockholders equity deduct the treasury stock, dedeuct the unamortized goodwill, and devide by outstanding shares plus possible future losses for committed options. You will be left with less than a $1/share. That is you are paying $25 to own $1. If you like that I got 1B $1 bills waiting for selling to you ay $25B. And we worry about the market whose p/e ratio is still increasing, not decreasing. This market is not going insane. It is trying to bring sanity to our economy.