Dell Technologies Inc. Message Board

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Technology Stocks : Dell Technologies Inc.

DELL 127.22

+3.8%

Nov 24 3:59 PM EST

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To: jim kelley who wrote (149112)	12/12/1999 7:04:00 PM
From: Charles Tutt	Read Replies (1) of 176387

I disagree with your analysis of SUNW vs. DELL. The recent price performance of these two stocks DOES reflect the fundamentals, IMHO. In particular, servers (where Sun excels) are the growth area in computing for the foreseeable future rather than desktops (where Dell competes). You can disagree, but the market has cast its vote. JMHO.

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