(这条文章已经被阅读了 127 次) 时间：2001-04-21 02:24:55 来源：曹阳 (rongzi) 原创-IT
近日，笔者查阅yahoo财经，nasdaq.com时，无意发现了下面的一些内容：
Friday, Feb 2, 2001 CBS news
Dell files to sell shares of China portal Sina.com
TOKYO (CBS.MW) – Dell Computer has filed to sell 400,000 shares of Sina.com in what is one of the larger proposed insider transactions involving the leading Chinese Internet portal operator.
The proposed sale of Sina shares — Dell’s third in two months — would generate estimated proceeds of $1.4 million, according to Insiderscores.com.
Dell filed form 144 for the sale on January 25. The U.S. computer maker (DELL: news, msgs, alerts) also had filed on November 30 to sell 100,000 shares of Sina, and again on December 20 to sell another 100,000 shares. Those two transactions were valued at about $862,500.
Dell officials were not immediately available to comment on why it’s unloading roughly a quarter of its stake in Sina, which is likely to put further pressure on the portal operator’s stock price (SINA: news, msgs, alerts) .
“It will mean negative sentiment for a few days but won’t be substantial over the long term because 400,000 shares is only about one percent of Sina’s total shares outstanding,” said a Hong Kong-based industry analyst who asked not to be named.
“As to why Dell is selling, maybe they want to get out of the portal space — they could be pessimistic about the Internet in China,” the analyst speculated.
Chinese Internet companies, both listed and unlisted, are struggling to generate revenues in one of the biggest but still immature markets of Asia. So far, Sina has stood apart from the consolidation sweeping the portal and dot-com sector, although last month it announced its financial headquarters would move from California’s Silicon Valley to Hong Kong “to be closer to the company’s business and investment community.”
Dell is Sina’s third largest shareholder, with an original allotment of 2,539,062 shares, or 6.4 percent of the 39.8 million outstanding shares after the company’s initial public offering last April.
Since that dubiously timed Nasdaq IPO — just as the Internet bubble was bursting in the U.S. — Sina’s stock has tumbled from a peak of $58.56 to a low of $2.19 a share. It closed Thursday at $3.81 a share, down 9 cents, or 2.4 percent.
In its prospectus, Sina detailed two key agreements with Dell, one of which involved building a Dell storefront on SinaMall and providing advertising and technical support in exchange for fees. A second agreement called for Sina to license its RichWin software to Dell.
Shares of Dell ended Thursday down 0.72 percent at $25.94.
Bill Clifford is Asia bureau chief of CBS.MarketWatch.com.
Vivian Chu is a reporter for CBS.MarketWatch.com
就笔者理解，上述文章表明新浪的第三大股东Dell已经全面抛售手中的sina股票，而Dell的高层则拒绝回答有关问题。