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Technology Stocks : Dell Technologies Inc.

DELL 133.78

-0.1%

Nov 14 9:30 AM EST

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To: G.M. Flinn who wrote (151711)	1/21/2000 9:17:00 AM
From: Lee	Read Replies (2) of 176387

Glenn,..Re:.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. My guess is that it has to do with prospective future server business. SUNW seems to have done a swell job getting across the concept that they are the 'dot' in dotcom. <g> Sun Micro wins $350 mln Web supply deal with Enron biz.yahoo.com Just a guess, <g> Lee

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