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


To: Mary Cluney who wrote (47076)2/14/1999 7:51:00 PM
From: Thomas M.  Read Replies (3) | Respond to of 132070
 
According to some rather hasty calculations, Monsieur Dell sold 15% of his holdings last year. He also has been approaching the maximum allowable amount of sales by an insider in the past few quarters. He's looting the company while the greater fools dance on the Dell thread.

Tom



To: Mary Cluney who wrote (47076)2/14/1999 7:57:00 PM
From: Skeeter Bug  Respond to of 132070
 
mary, not many houses cost a billion dollars, either.



To: Mary Cluney who wrote (47076)2/14/1999 8:15:00 PM
From: accountclosed  Respond to of 132070
 
What do you make of the simplest of basics about dell?

1. consensus is .31 this quarter. annualized 1.24 per share
2. stock is 89 7/8
3. thus p/e based on this quarter's profit is 71
4. book value is less than 2.00; p/b is roughly 50




To: Mary Cluney who wrote (47076)2/14/1999 9:57:00 PM
From: Mama Bear  Respond to of 132070
 
"As for insider selling, so what? As long as they are selling only a small fraction of their holdings, what is the big deal? You can't eat paper. You can't build a house with paper."

Sure, I always try to keep a billion or two around for a rainy day. And who can blame Mickey D for wanting to keep up with the Gateses?

Barb