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Technology Stocks : Dell Technologies Inc.

DELL 127.22

+3.8%

Nov 24 3:59 PM EST

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To: TTOSBT who wrote (129512)	5/28/1999 2:14:00 AM
From: stockman_scott	Read Replies (1) of 176387

<< I mean if Cisco is experiencing that type of growth Dell cannot be too far behind? >> The interesting thing is that CSCO's growth in sales and earnings is not as robust as DELLs. The CSCO P/E is much higher than DELLs. It all has to do with perception. DELL is a larger company than CSCO and is expected to grow even faster....Hmmmm....Both firms are well managed and lead their industry. I'm not against Cisco. My relatives all own it. Most of the mutual funds do too. It's true that CSCO is providing a lot of the plumbing for the internet. Yet, DELL is providing many other essential things. BOTH firms will grow fast and perform well in the next few years. Best Regards, Scott

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