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

To: Meathead who wrote (36064)	3/30/1998 11:22:00 AM
From: Jim Patterson	Read Replies (1) \| Respond to of 176387

re: <<< The same goes for other top executives at Dell. Most folks don't realize just how much stock these guys actually have and how much is riding on the continued performance of the company. All of the big decision makes have their fortunes directly tied to the performance of the company/stock >>> Meathead, Have you ever thought about the Double edge sword nature of this type of management ? I believe that the leaders at OXHP had a lot of their compensation tied to the stock price too. Sometime the best business decesion is not the best thing to do for the stock price. For instance, using CASH to buy back stock at very high valuations. (MSFT stoped using its precious cash to buy stock about 4 months or 20-40% ago) If and / or If hard times hit, cash can keep a company out of big trouble. But, it keeps the stock going higher. This is not intended to be the start of a long discussion, I am just pointing out that managing the Company and Managing the stock price can be two unrelated objectives short term,(short term meaning less than 1-3 years) Jim

To: Meathead who wrote (36064)	3/30/1998 11:49:00 AM
From: rudedog	Read Replies (1) \| Respond to of 176387

Your info on CPQ exec compensation may be out of date, my understanding is that 1/3 to 1/2 of senior exec compensation at CPQ is directly tied to corporate performance, primarily ROIC. This is probably a better scheme than tying to stock price since the company's real performance needs to improve to improve ROIC. I think they also recently included a component related to customer satisfaction - so if ROIC and customer sat don't improve, bonus gets cut. Of course, improving ROIC ought to drive stock price up so this is also a good scheme for shareholders. Now if that was only reflected in the actual stock price...

To: Meathead who wrote (36064)	3/30/1998 10:05:00 PM
From: jbn3	Read Replies (2) \| Respond to of 176387

Meathead, So very good to see you posting again! I just summarized two stories from the American-Statesman regarding DELL insider trading. I found it very interesting that ALL of the selling done by the insiders was done on Feb. 23/24. Is that because that is the vesting date of the options? Or is it some function of the quarterly report -- x days after report is publicized? In either case, it should be possible to calculate when it is going to recur, and take advantage of the dip. Or....? Regards, 3.