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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: D.J.Smyth who wrote (155658)	3/28/2000 8:30:00 PM
From: kemble s. matter	Read Replies (2) of 176387

Darrell, HI!! RE: nearly every measure one makes in comparing Dell to SUNW shows Dell succeeding SUNW, yet Dell remains 30% less market cap than SUNW. obviously comes down to a perception issue as reality doesn't appear to be operative principle here Couldn't agree with ya more...Jim Kelly has been hammering this since the summer...DELL sells more servers than SUNW right now...Even ML has mentioned that towards the end of the year and at latest the beginning of 2001 DELL will start to eat into SUNW...Smart investors should BUY DELL in here with a long term perspective knowing that this misperception will change... Best, Kemble

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