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

To: calgal who wrote (158785)	7/24/2000 5:17:43 PM
From: kemble s. matter	Respond to of 176387

Hi!! RE: "Dell enjoyed the pickup in corporate demand as it continued to march forward with its business-to-business, e-commerce strategy," said Gabrielle Griffith, senior analyst of International Data Corp.'s U.S. personal computer tracking unit. This is the debate of the day/quarter/year/future...If it's true we're all rich...We will know the 10th... :o) Best, Kemble

To: calgal who wrote (158785)	7/25/2000 1:45:20 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

Dell compared to SUNW: DELL SUNW Market Cap $120 bill $160 bill Cash Dell Sunw $4 bil $2.5 bil Sales $29 bil $16 bil Sales Per Employee $910 $560 Operating Margin 8.5% 11.8% Profit Margin 7.3% 11.8% Per Annum Growth Rate (last 12) 35% 32% Expected Growth Rate 33% 33% Expected Server Sales This Qtr $1.5 bill - expected to surpass SUNW in total Enterprise Sales It is difficult to imagine that SUNW's PM growth rate would continue at 40% plus per annum given Dell's entry into their space. Dell's ability to leverage their current name and box into this space is incalcuable. We know it is growing at least 50% this qtr. SUNW's other operations - specifically their semi partnerships adding an extra $40 billion in extra market cap premium over Dell is reasonable? What value does one put on Java which is confined to specific programming levels? New languages which engineers prefer using when constructing chipsets, (C/C+), which is Java-like, and also free, has completely taken over at the System On a Chip formation level. Languages come and go very quickly now.