Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Lee who wrote (151710)	1/21/2000 8:57:00 AM
From: G.M. Flinn	Read Replies (1) \| Respond to of 176387

Looking at SUNW vs. DELL .... SUNW $.21 for the qtr. and announced it expects strong revenue growth of roughly 25% to continue in FY00 2H. DELL would get absolutely slaughtered for this outlook, which analysts are lauding for SUNW. Current per share quarterly earnings about the same for the 2 co's, but SUNW afforded a run rate P/E multiple about 200% of DELL's despite a significantly LOWER current growth rate (25% vs. 40%). Tough to figure out. Glenn