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: D.J.Smyth who wrote (169474)	5/3/2002 10:53:47 AM
From: BWAC	Read Replies (1) \| Respond to of 176387

<What happens to the other 88%? > They are soon to be unemployed it looks like <g> You are right the author made no mention of the gains made when the strategy worked. Nor does it focus on anything operatiosn wise about DELL and the future. It tells us that DELL made a bad move/decisions in not hedging those Put contracts. Hardly new news. Hardly not widely known. And its going to cost a whopping $1.25 Billion. Not good. Big fricking deal though. Its not like DELL can't pay for the mistake in cash without blinking an eye. I don't like the fact they weren't hedged. But I suspect DELL learns a bit from that mistake next time. Further, I know its a far sentiment stretch. But hey the outcome of the Puts is still to be determined.

To: D.J.Smyth who wrote (169474)	5/3/2002 10:58:14 AM
From: GVTucker	Read Replies (3) \| Respond to of 176387

I don't know Michael Dell as a person. He could be a fine individual. I also don't care. As an executive, I think he's grossly overpaid. BTW, that bastion of capitalism, Forbes, agrees with me. Here's the link, in case you're curious: forbes.com Only 12% of the world's population has a computer yet. What happens to the other 88%? They'll need things like plumbing in their homes and telephones before they need computers.