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Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

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To: D.J.Smyth who wrote (161281)	9/29/2000 10:51:59 AM
From: kaka	Read Replies (1) of 176387

Darrell, Re: what do these people want? They want interviews on CNN, CNBC and Bloomberg. They want to sit next to Joe Kernan on the morning CNBC show. Maybe get a little smile from Maria Bartiromom. They don't want a 25 B company with a P/E of a very managable 45 with projected growth of 30% revenues..........they want a SUNW with its P/E of 110. RESEARCH ALERT-Merrill says Sun value justified NEW YORK, Sept 28 (Reuters) - Merrill Lynch said on Thursday that strong competitive position, the lack of a serious challenger and the size of the market justified the higher valuation for computer-maker Sun Microsystems Inc. <SUNW.O>. -- Said new UltraSPARC III microprocessor makes Sun more competitive as it lifts a cloud over perceived credibility problems surrounding speculated technical problems. -- Said believed there are strong economic reasons for Sun customers to continue to buy and strong reasons for Sun to continue to sell UltraSPARC II-based servers. -- Sun's software leadership provides a pricing umbrella for what would otherwise be more commodity-like server, storage and workstation hardware.

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