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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: James Wamsley who wrote (17254)	6/21/1999 10:43:00 PM
From: Charles Tutt	Read Replies (1) \| Respond to of 64865

'Bye.

To: James Wamsley who wrote (17254)	6/22/1999 12:14:00 AM
From: QwikSand	Read Replies (1) \| Respond to of 64865

Why is sun with its high 48 PE less "undervalued" than Dell with its 56 PE? Whose earnings growth rate is slowing, SUNW's or DELL'S? Regards, --QwikSand

To: James Wamsley who wrote (17254)	6/22/1999 12:25:00 AM
From: paul	Respond to of 64865

saw Michael Dell on CNN today...seems like he's the one who's going out of his way lately to gain publicity for his company since he's been the lowest key "technology" CEO for the past ten years. I think he is beginning to realize there isnt going to be a whole lot left for Dell since he neither owns or develops his own technology and adds no value beyond his distribution model - can you think of a technology innovation that Dell has created or will lead in the next decade? Once a cheaper date comes along like Emachines - Microsoft and Intel wont need him anymore and he'll be the next Eckhard Pfeiffer or Lew Platt but one with a P/E that is higher than Sun's unlike HP or Compaq .

To: James Wamsley who wrote (17254)	6/22/1999 12:27:00 AM
From: paul	Read Replies (1) \| Respond to of 64865

James thanks for your wonderful commentary and insight over the years to the Sun thread, were truly sorry to see you go ... oh, this is your first posting.