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

To: JRI who wrote (49758)	3/4/1999 1:30:00 PM
From: Mama Bear	Read Replies (2) \| Respond to of 132070

"My post was directed toward (what I thought was) an unreasonable comment (and unreasonable bear)" Well, you referred to bears and guys (plural). It certainly sounded like a general statement, and not directed at a single person. "The fact that a CEO is selling stock in his company may or may not mean things are wrong at that company." I agree with that. "I doubt any of the wealthy bears here place more than a limited % of their assets in one stock play" If I had the knowledge of the inner workings of the companies to the extent that Michael Dell does, I might. The reason I diversify is because I sometimes miss things. Most often, things that are hidden from the view of the general public. Although nowadays that's not that hard to do, as the general public has their collective eyes closed. "I have a problem with poster(s) who believe it (orderly sales of a small % of his portfolio sales) is 100% proof that something is wrong at Dell" I don't recall seeing any of that on this thread. Perhaps you could point out an example? I've certainly heard several other arguments concerning why DELL is overpriced in the here and now. "A reasonable bear would say that it (stock sale) could indicate some trouble, but it is not conclusive" I suppose that makes me a reasonable bear, as I stated above that I agree with that sentiment. Barb

To: JRI who wrote (49758)	3/4/1999 1:49:00 PM
From: Tommaso	Read Replies (1) \| Respond to of 132070

There's also a difference between thinking there's something wrong with a company and thinking there's something wrong with the price that people are paying for the stock issued by the company. That's the problem all around. Amazon and Yahoo are wonderful operations, and Dell is the premier supplier of PCs. It's not the fault of the company that people are paying way too much for their stock, and being the smart people they are, insiders are selling. If you really think that the people running the companies are intelligent, the thing to do is to do what they do.