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Technology Stocks : Dell Technologies Inc.

DELL 133.55

+2.3%

11:00 AM EST

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To: SecularBull who wrote (82122)	11/24/1998 1:06:00 PM
From: Byron Xiao	Read Replies (2) of 176387

Jim Kelley, LOD, and all you MSFT campers, We agreed to disagree. I was one of those who thought SUNW had a great chance to prosper under this environment. You guys bashed me last week and said SUNW doesn't have a chance and is overvalue at 65. Well, look at it now, it's 75 1/2. The NSCP/AOL/SUNW deal is going to make SUNW approach internet stock PE. With a market cap of 29B now, SUNW will catch DELL in valuation in about 1 year. DELL has a market cap of 85B. Assume it grows to 100B in 1 year, that will be how much SUNW will be worth in 1 year. That's about $250! OK, I am going back to hibernation mode now. Bash me all you can, all I know is I am making a killing in SUNW and will continue to do so in the next year. Cry me a river!!!

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