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Technology Stocks : Dell Technologies Inc.
DELL 136.42+3.3%11:01 AM EST

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To: D.J.Smyth who wrote (158832)7/25/2000 3:52:32 PM
From: GVTucker  Read Replies (1) of 176387
 
Darrell, if you'll recall, we had a very similar discussion about 6 months ago regarding DELL vs SUNW. At that time, I pointed out that even though DELL has a lower market cap than SUNW and a higher growth rate, SUNW's growth rate was accelerating and DELL's was decelerating. That explained a good deal of the difference in valuation.

SUNW is still accelerating and now has pulled even with DELL. One difference now is that DELL's deceleration may have come to an end. Still, it's not unreasonable at all that SUNW has a larger market cap than DELL.
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