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Technology Stocks : Dell Technologies Inc.

DELL 141.20

+1.6%

12:18 PM EST

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To: Ed Forrest who wrote (148845)	12/9/1999 1:28:00 PM
From: D.J.Smyth	Read Replies (2) of 176387

Ed F. Sunw's market cap is now greater than Dell's while Sunw supports (a) 50% less revenue and (b) overall less revenue growth. so either some funds have their head up their ... relative to the future or (a) Dell is worth considerably more, (b) Sunw is worth considerably less, or (c) they expect Dell's growth rate to falter. as CIBC's analyst stated; Dell only needs to maintain market share in the enterprise arena in order to generate $11 billion from this sector alone next year. let's add in all the other sectors and you arrive at $35 billion, 2.4X SUNW's projected revenue growth for year 2000.

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