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

To: Paul Merriwether who wrote (43939)	5/20/1998 5:31:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Paul, I'm talking about corporate accountability. Investors are being asked to pay salaries out of their portion of stock without knowing how much that expense will be. I think these expense should be borne directly and completely by the company, and they should be published explicitly. I don't pretend to know the optimal method; perhaps the best way is through profit-sharing plans that remunerate employees in cash. TTFN, CTC

To: Paul Merriwether who wrote (43939)	5/20/1998 6:30:00 PM
From: Michael Burry	Respond to of 176387

How do you expect to hold on to good employees(in a tight market) without the promise of stock options. Nice workspace/office. Pleasant co-workers. Management with just the right touch. Quality health plans. A decent 401k. Embedded feedback and implementation systems. Cash. There are lots of ways to keep workers happy. But now there's just one word in tech: options. How many people do we know that are watching that vesting timetable yet have little loyalty thereafter? Maybe because I'm from Silly Valley I know of more than most, but that's the trend I've seen. Same goes for biotech. The blade cuts both ways. Workers now are looking for the sweet options, the rocket stock. And companies need to deliver From what I understand Dell does all of the above. Why does it need the options? Too bad, but its digging the same hole as other, lesser quality companies. This relates to the decreasing ability to beat estimates. Because of the employee investment in the stock, Dell has every reason not to disappoint, and meeting estimates would be a disappointment. A company like that can fudge a few pennies fairly consistently. So it makes you wonder. The decreasing margin of error of the analysts may mean nothing, or it may mean something. Has it been studied rigorously by anyone? Good Investing, Mike