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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Mike Allen who wrote (127817)	5/22/1999 9:44:00 AM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 176387

DELL: BUCKINGHAM RES has reiterated estimate for long term EPS growth of 35.00% per year on 05/19/99 DELL: EDWARD JONES has reiterated estimate for long term EPS growth of 35.00% per year on 05/19/99 DELL: SEC. CORP. IA has reiterated estimate for quarter ending 07/99 of $0.17 on 05/19/99 DELL: SEC. CORP. IA has reiterated estimate for quarter ending 10/99 of $0.19 on 05/19/99 DELL: SOUNDVIEW TECHN made new estimate for quarter ending 07/99 of $0.18 on 05/19/99 DELL: US BANCORP PJ decreased estimate for quarter ending 07/99 from $0.18 to $0.16 on 05/19/99 DELL: US BANCORP PJ decreased estimate for quarter ending 10/99 from $0.19 to $0.18 on 05/19/99 DELL: US BANCORP PJ has reiterated estimate for long term EPS growth of 25.00% per year on 05/19/99 DELL: WARBURG DILLON decreased estimate for quarter ending 07/99 from $0.19 to $0.18 on 05/19/99 DELL: WARBURG DILLON decreased estimate for quarter ending 10/99 from $0.21 to $0.19 on 05/19/99

To: Mike Allen who wrote (127817)	5/22/1999 11:28:00 AM
From: PMS Witch	Respond to of 176387

It's a bit of a stretch to say the founder of DELL is acting like an investor. Actually, since he originally created all of the DELL shares in existence, and sold a large chunk to the public when DELL began trading, he did not buy his shares as DELL investors had. Since he didn't 'buy', he didn't invest; hence, he's not an investor. He still owns many shares, which have appreciated enough to make him wealthy, but his wealth is shares, not dollars. Since MD is in a position of owning many shares and few dollars, it makes sense to convert one into the other to achieve a balance. Since his need for dollars is probably small, he only sells a small fraction of his position. Since his shares appreciate strongly, to invest elsewhere, he must find investments which have the potential to out-perform DELL. Not easy. MD is probably selling to raise cash, pay tax, reduce debt... As we all do. Nothing more, nothing less. Cheers, PW.