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Technology Stocks : Dell Technologies Inc.

DELL 132.08

-0.8%

Dec 1 3:59 PM EST

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To: D.J.Smyth who wrote (159634)	8/14/2000 7:50:01 PM
From: rudedog	Read Replies (1) of 176387

Darrell - I have no explanation for the valuation currently being given to SUNW beyond "Mindshare"... although I have made a lot of money on SUNW LEAPs purchased when the stock was in the 70s. CPQ's enterprise group (before Pesatori left) was perhaps more directly comparable to SUNW, except that it was 50% bigger. CPQ's enterprise growth was also comparable to SUNW's up until the most recent quarter, yet obviously CPQ gets only a tiny fraction of SUNW's valuation. I guess we have to treat SUNW as a strange anomaly - a "dot-com" valuation not based on business fundamentals. So I use CPQ, HWP and IBM as benchmarks for how the investment community values this class of enterprise business rather than SUNW. My gut feel is that if DELL develops a more credible enterprise story, they will begin to see some of that valuation. But at the moment, investors do not have they confidence that DELL will execute in that space as they have in desktops.

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