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To: G.M. Flinn who wrote (151711)1/21/2000 9:17:00 AM
From: Lee  Read Replies (2) | Respond to of 176387
 
Glenn,..Re:.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.

My guess is that it has to do with prospective future server business. SUNW seems to have done a swell job getting across the concept that they are the 'dot' in dotcom. <g>

Sun Micro wins $350 mln Web supply deal with Enron

biz.yahoo.com

Just a guess, <g>

Lee