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Technology Stocks : Dell Technologies Inc.

DELL 126.41

+2.8%

Dec 19 3:59 PM EST

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To: TTOSBT who wrote (157704)	6/7/2000 10:21:00 AM
From: kemble s. matter	Read Replies (2) of 176387

Hi!! RE: In his Dell bashing he uses SUNW's 90% reinvestment in R&D spending against Dell's 26% but neglects to mention that a good portion of Dell's research is done for them through MSFT/INTC. And it goes without saying Dell has a lot of room to increase their reinvestment while SUNW is just about topped out! He also stated that Dell used the other 74% to buy back their shares. Well wouldn't that increase the EPS? Oh yeah the article never mentioned that Dell has a P/E of 63 next to SUNW's 95. Excellent! And, in your description of Dreman here lies the problem: "I swear to tell the truth ...the whole truth ...and nothing but_______" Basically Dreman lies....He's NOT that dumb to omit facts! Best, Kemble

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