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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 (161065)	9/25/2000 8:53:42 PM
From: Meathead	Read Replies (2) of 176387

Re: Someone is an idiot. That is for certain... There are apparently lots of idiots. IMO, anyone who would buy into EMC or SUNW at these valuations should be very worried about their investment. EMC = 224B mkt cap, 31X sales, PE178 with a projected earnings growth of ~35% for a company with annual revenue less than the cash on Dell's balance sheet is a tad overvalued in my book. Good products, yes. But they are in a business that can and will be commoditized (hardware). Dell has proven they can do this in the PC space. Now they are gunning for servers and storage and no one can prove that it can't be done here as well because the competing technology exists. If I were a stockholder in EMC/SUNW, I would be very worried about a company with 33B in annual sales and 9B in cash with a proven track record of disrupting an entire industry going after my cash cow. Michael Dell would have to be portrayed as an idiot in my book just so I could sleep at night. Besides, Dell only spends half a billion annually on R&D so there's no way they can deliver competitive products right? Maybe history does repeat because everyone laughed at the small company with 60M in annual R&D spending when it proclaimed it just might put a little hurt on the big boys, IBM, CPQ, DEC and APPLE in the PC space. MEATHEAD

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