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

To: Mama Bear who wrote (49760)	3/4/1999 1:52:00 PM
From: JRI	Read Replies (1) \| Respond to of 132070

Barb...looks like we are closer here than first appeared... I was responding to MKC posts to me this morning.. Sorry, for any gender/plural confusion...my comments were meant specifically... MD maintains well over 90% of his net worth in his company's stock...That is good enough for me...I maintain, again, that it is "unreasonable" to think his selling of 1, 2,3,4% of his stock is any DEFINITIVE indication of trouble......looks like you agree....I agree with your comment that one might (would probably) take a bit more risk if one sat in the CEO chair and could see what he sees...but would you keep over 90% of your net worth tied up in one company (any company)..I wouldn't...As Dana Carvey would say "Wouldn't be prudent".....even if one disagrees here, there is no definitive here..(as some would claim) As always, my objection is to make money, although it thinks its great when others make money (too)...I don't get any particular thrill out of zero-sum games..although there will certainly be some of that (always)..Good luck to you. Hope we both win.

To: Mama Bear who wrote (49760)	3/4/1999 2:25:00 PM
From: Knighty Tin	Respond to of 132070

Barb, The point John misses, purposely, is that the insider sales, much higher percentages than in previous years, and not all by Mikey Dell (there are other insiders) come during and after a receivables scam in 3rd quarter, continued touting of results until the disaster of the 4th quarter, announcement of lower revenue growth, announcement of possibly lower margins, a continued slide in the PC market, in general, and the corporate market, in particular, a silly web site concept with overpriced crapola for sale to dummies, and a nothing deal with IBM. No one piece of evidence is damning, but I can't figure out one reason Dell delayed the revenue hit in November and took it instead in February other than to facilitate good prices for insider sales. There may be other reasons, I just haven't heard them as the bulls won't even recognize the receivables pump in November.