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

To: NucTrader who wrote (64035)	9/7/1998 9:58:00 PM
From: Mohan Marette	Respond to of 176387

Hi Nuc I am not are you? If so why 'didya' buy the stock? The insider sales & other points you have brought up have been discussed many a time on this thread,if you go back and go thru the old posts I am sure you can find arguments both pro and con unless somebody is willing to go through them again. Best of luck to you.

To: NucTrader who wrote (64035)	9/7/1998 11:11:00 PM
From: Stewart Walton	Respond to of 176387

Nuc, stay here for answers. The insider trading represents very small amounts when compared to total holdings of each individual. The book value of a company is a meaningless number, as Chuzzlewit has shown. Cash does not seem to be a problem at Dell. How is CPQ using its cash? Regards, Stewart

To: NucTrader who wrote (64035)	9/8/1998 12:21:00 AM
From: Chuzzlewit	Respond to of 176387

Nuc, let me answer your points one at a time: 1. Insider trades: a considerable portion of the compensation for Dell's executives comes in the form of stock options. The executives typically exercise the option and sell the shares. This is business as usual and not a harbinger of doom and gloom; 2. Compaq's heavy cash level is indicative of the fact that they have no good investments with which to use the cash. Cash is useless unless it is productively employed. One sign of excellent cash management is keeping cash at minimum levels commensurate with the business. A better question might be "Why does Compaq need so much cash?". 3. Price to Book: book value is generally meaningless, and while some value investors might disagree, I would point out that the fact that this ratio is low for CPQ and high for DELL is more reflective of how positively investors view the future of each company. Finally, if you bought Dell as a trade I really have nothing to tell you because I believe that the market is unpredictable in the short term, but if you bought it as an investment I think you have picked one of the best managed growth vehicles imaginable. TTFN, CTC