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

To: kaka who wrote (158830)	7/25/2000 2:45:43 PM
From: D.J.Smyth	Read Replies (1) \| Respond to of 176387

what many investors possibly don't realize about Dell/SUNW comparison is that (a) Dell has a higher amount of backlog than SUNW - but Dell doesn't report such (b) Dell, at the ASM, when asked how Dell's margins in the enterprise sector compare to SUNW's replied that Dell's were programmed higher relative to overall fixed costs. SUNW deserves it's valuation. Dell is undervalued compared to opportunies before it that it is currently taking advantage of Ask Dell why they don't post backlog as does SUNW... for SUNW it has been a positive factor. What would Analysts do in regard to Dell's posting such info?