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Technology Stocks : Dell Technologies Inc.
DELL 133.78-0.1%3:59 PM EST

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To: Lee who wrote (151710)1/21/2000 8:57:00 AM
From: G.M. Flinn  Read Replies (1) of 176387
 
Looking at SUNW vs. DELL ....
SUNW $.21 for the qtr. and announced it expects strong revenue growth of roughly 25% to continue in FY00 2H. DELL would get absolutely slaughtered for this outlook, which analysts are lauding for SUNW. Current per share quarterly earnings about the same for the 2 co's, but SUNW afforded a run rate P/E multiple about 200% of DELL's despite a significantly LOWER current growth rate (25% vs. 40%). Tough to figure out.

Glenn
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