SI
SI
discoversearch

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 : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: jim kelley who wrote (40854)12/22/1998 9:08:00 PM
From: Jeng Chiu  Read Replies (1) | Respond to of 97611
 
Jim, insider selling is a mixed signal at best. 2 of the best companies I own (SUNW and EMC) has had substantial insider selling for as long as I've owned them without any correlation to the company's prospects.

They have preferred to reward executives based on merit and the company's accomplishments. These stock options have also made many millionares in Redmond, Washington.



To: jim kelley who wrote (40854)12/23/1998 12:56:00 AM
From: kash johal  Read Replies (1) | Respond to of 97611
 
Jim,

You're right that insider selling should be looked at:

FYI, I seem to recall that Mikey D. has sold many many many more times the stock in Dell than the Compaq guys put together.

What you are missing on the cost of sales is the addition of the direct model. I am not sure if Compaq will hurt Dell much short term but folks like Gateway, Micron etc will get killed by the Compaq juggernaut in Direct Sales.

Regards,

Kash


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News