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

To: Terrence Von Holidae who wrote (90974)	1/23/1999 4:14:00 PM
From: Mohan Marette	Read Replies (3) \| Respond to of 176387

No, no concerns here.You must be still waiting around to buy at $20.00? Yeah like that is going to happen real soon.I hear gold is where it is at. Message 5981083 I say good for the officers,I wish they sold some every day,I know I would have.

To: Terrence Von Holidae who wrote (90974)	1/23/1999 4:51:00 PM
From: JRI	Respond to of 176387

Hi Terrence: Took a look at your profile and your posts....On October 10th you wrote (under the thread "Best Single Ideas..." ..or something like that) "Dell will be trading in the 20's within 3 weeks"...(or something like that)..AND "Gold mining and precious metals companies will provide the greatest return in the next 12 months" Dude, its a little hard to get excited about your REVELATION given your less-than-stellar calls in the past....how could you blow not being in on the rally from October 9th until present? Give Lucretius Taurus a call.....you have something in common! The boys you listed (who are selling) probably need another mansion in Malibu, a new Porsche or something of the sort...If you short, you are in trouble here.... Remember, we are all friends here at SI and our good (and BAD) calls are out there for all to see....

To: Terrence Von Holidae who wrote (90974)	1/23/1999 5:01:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Terrence, I don't note any increasing frequency, and if you understood the Dell business model it would not be of any special concern to you. These sales coincide with the exercise of options, and are a surrogate for salaries. The reason for those coupled transactions is to avoid AMT. I have excerpted the insider trading history of Tom Meredith for your further reading pleasure. biz.yahoo.com Here's something for you to think about: given the large number of insider sales of Dell stock since the inception of the incentive plan and the coincident stellar performance of the stock in spite of these causes for "concern", would we conclude that this indicator is lacking in substance, or perhaps these officers and directors as a group are a bunch of dodos making idiotic decisions? Now if I were short DELL, I would view with alarm the kinds of sales data INTC has been ringing up. TTFN, CTC

To: Terrence Von Holidae who wrote (90974)	1/23/1999 5:28:00 PM
From: WeisbrichA	Read Replies (1) \| Respond to of 176387

TVH "growing frequency".... I don't think so. Pretty normal patterns for most... Exercising options at low prices and then selling for a good profits. I would imagine that there is a rather constant roll of options to cash over the term of the capital gains cycle. We don't have information that goes back far enough to make more "guesses". The only "abnormal" transaction is by Director Luft. His planned sale of 403,200 shares yielding $29.9M is the only one for the entire year. Who knows where and when he got his Dell shares. One would have to go back in Dell's annual reports et. al. to find the history. Even James Dines, the original gold bug, jumped ship some time ago. RW