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

To: Brian P. who wrote (49838)	3/4/1999 8:58:00 PM
From: Skeeter Bug	Respond to of 132070

bp, all sells aren't related to timing. however, 5-10 times normal sales ought to raise an eyebrow, imho. especially when the money is in the billions - no house or education costs that much... but, as you know, it isn't a 100% indicator. just one piece in a complex puzzle.

To: Brian P. who wrote (49838)	3/4/1999 9:00:00 PM
From: Tommaso	Read Replies (1) \| Respond to of 132070

There is no good reason to sell stock if you think it is sure to continue to rise in value, unless you do not wish to participate in that rise in value.

To: Brian P. who wrote (49838)	3/4/1999 9:54:00 PM
From: Kerry Phineas	Read Replies (1) \| Respond to of 132070

BP, one reads a tea-leaf or tea-leaves. Dell has something like $18B in direct or indirect stock holdings right now. That definitely isn't chump change, but he has definitely picked up his rate of selling Dell stock. Its probably less obvious as a percentage of his net worth, but it is definitely impressive when looked at in dollar amounts. (Feb 19 was a planned sale, and he may have done something else since- I don't know; I mostly wanted to check it out myself but thought I'd post what I found. I don't have any position in Dell, but hope it goes down.) Date Value 13-Feb-98 2,542,600 23-Feb-98 6,433,900 23-Feb-98 50,430,200 24-Feb-98 3,902,500 24-Feb-98 1,302,500 26-May-98 70,057,150 26-May-98 4,353,250 27-May-98 25,800,000 28-May-98 8,614,250 21-Aug-98 248,656,477 24-Sep-98 260,468,300 15-Nov-98 182,685,000 19-Nov-98 73,174,500 23-Nov-98 105,248,000 24-Nov-98 114,170,000 25-Nov-98 41,814,500 7-Jan-99 50,113,036 19-Feb-99 326,000,000 Total 1,576,766,163