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To: GVTucker who wrote (167300)10/3/2001 10:48:10 AM
From: kaka   of 176342
 
GV,

Any news crossing your desk re: Micheal DELL personally buying multiple millions of shares to support stock during first week of trading after WTC disaster? I think I heard a price of 16.2-16.5. Heard it on CNBC but can't find any story.

Cheers,

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To: Fangorn who wrote (167314)10/3/2001 10:56:29 AM
From: rudedog   of 176342
 
I see you're still hard at work on that charm school self help program, keep at it and you may be able to make a civil post!

Glad to know you have made some good choices despite the down market. With all that success behind you, maybe you could be a little more charitable and friendly in your posts. Not all have managed to survive the recent market as well as you seem to have done.

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To: kaka who wrote (167316)10/3/2001 11:03:10 AM
From: GVTucker   of 176342
 
Yeah, he bought 4.3mm shares in the WTC aftermath, according to his SEC filing.

MSD purchased stock for $16.26 to $17.43, from 20 Sep to 27 Sep. Earlier, on 4 Sep, he exercised options to purchase 4.2mm shares on 4 Sep. He purchased the option related shares for between $1.45 to $4.63.

I'd say that MSD thinks that DELL represents a pretty good value at these levels.

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To: rudedog who wrote (167317)10/3/2001 11:06:45 AM
From: kaka   of 176342
 
Between September 20 and September 27, MSD purchased on the open market 4.3 million DELL shares at a price range between 16.26-17.43.

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To: GVTucker who wrote (167318)10/3/2001 11:18:19 AM
From: kaka   of 176342
 
GV,

Thanks. Just saw release and posted before reading your post. Awaiting CC news tomorrow. You think a warning for Q ending Feb 02 is inevitable?

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To: kaka who wrote (167320)10/3/2001 11:33:05 AM
From: GVTucker   of 176342
 
Nah, not necessarily inevitable.

The probability of an EPS warning is higher than the probability of a revenue warning. No question that DELL has been taking market share by the gobs this quarter. The only question is how much margin there is in that market share gain and how much the overall macro situation offsets the share gain. Going forward, it will be interesting to see how the freight restrictions impact Dell's margins going forward. I'm guessing that there's some friction in the DELL JIT system that wasn't there before.

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To: edamo who wrote (167315)10/3/2001 11:51:20 AM
From: John Koligman   of 176342
 
Hi Ed, nice to hear from you as always and hope all is well. I hear what you are saying, and I think many of the folks on the thread have realized this for some time. That said, after the very nice post to me yesterday from a true gentleman by the name of Mr. Sig Stembol, I have to be on my best behavior. So, I'm going to wish everyone a great day (and I see Dell is doing quite well today), and I'm going to go out and mow my lawn!!

Best regards,
John

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To: kemble s. matter who wrote (167285)10/3/2001 12:01:03 PM
From: calgal   of 176342
 
Dell rises ahead of analyst meeting
Michael Dell increases stake in late September

marketwatch.com 

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To: calgal who wrote (167323)10/3/2001 12:01:54 PM
From: calgal   of 176342
 
Dell Delivers Performance for the Road

biz.yahoo.com 

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To: calgal who wrote (167324)10/3/2001 12:02:51 PM
From: calgal   of 176342
 
Dell Chairman Spent $72 Million
To Boost Stock Price After Attack

public.wsj.com 

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