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

To: Brian P. who wrote (49871)	3/5/1999 10:21:00 AM
From: Stefan	Read Replies (1) \| Respond to of 132070

I don't want to get in discussion with you since it will go nowhere. I just wanted to point out some observations. It bothers me when Co.s co on monkey shows to conferences and media outlets. In my opinion it is OK to push a stock by officers only if it is substantially under priced not when it is overvalued. In most of the cases CEOs do the opposite.

To: Brian P. who wrote (49871)	3/5/1999 10:33:00 AM
From: Stefan	Read Replies (1) \| Respond to of 132070

I don't think his timing is incidental. In 1990 when most on the Street even did not follow DELL he made a major stock purchase in his company. If I recall it correctly he invested some $160,000. It was reported in a Byte magazine, they were insinuating that he was throwing good money after bad. If you wish to dig it out it was published in the summer. Now I think we are on the flip side of 1990. I will respond no more to this issue.

To: Brian P. who wrote (49871)	3/5/1999 10:52:00 AM
From: Mama Bear	Respond to of 132070

" his small selling episodes" 4 million share x 80 = $320 million. You're right, nothing but chump change. He probably just needed to pay the limo bills. Barb

To: Brian P. who wrote (49871)	3/5/1999 2:09:00 PM
From: Merritt	Respond to of 132070

Brian: I wonder if you aren't the one who's focusing in on one issue regarding DELL. The thread's main focus, IMHO, was on the reduction in revenue growth and the probability of shrinking margins, which would cause a contraction in the multiple given to DELL's stock. The insider selling was just something that might lend confirmation. I'm sure most, if not all, on this thread have seen that insider selling is rarely a solid indicator in and by itself. But the recent spate of DELL press releases does make me wonder if it isn't a case of the company desperately trying to give the bulls something to hang their hat on...while their head gets handed to them.