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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: gbh who wrote (43211)	1/13/1999 1:50:00 PM
From: Knighty Tin	Read Replies (3) \| Respond to of 132070

gbh, If by "shareholder aware" you mean scamming people into holding the stock despite some scary tactics, then Dell is way ahead of MSFT. Microsoft even tells the truth about its silly valuation from time to time. You will never hear that from the Dell touts. By deadly, I mean ALL the leveraging techniques. Paying salaries with options adds about 20-30% to MSFT's eps. Without that bit of gambling leverage, which would certainly be impacted by a down market, things would look pretty grim. Buying back shares at the top, not the bottom, is simply a way Dell and MSFT misuse shareholder money to loot the co. for short term stock gains instead of building book value and asset value. This is much more true for Dell which actually borrows money to pull the scam, though they claim the money is for operations. Doesn't this co., with its nominal high eps growth, throw off any free cash flow? Of course not. MB