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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: D. Swiss who wrote (157123)	5/16/2000 1:02:00 PM
From: D.J.Smyth	Read Replies (2) of 176387

both Dell's storage and enterprise divisions are growing faster than EMC's or SUNW's Dell has more revenue than both companies combined; produces 2X the revenue per employee; neither company has what can be compared to Dell Ventures yet both these companies command higher market caps than Dell the market is obviously chockfull of PC sentiment and bad math the combined market cap of both SUNW and EMC is 2.2X that of Dell.

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