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: D.J.Smyth who wrote (158832)	7/25/2000 3:52:32 PM
From: GVTucker	Read Replies (1) \| Respond to of 176387

Darrell, if you'll recall, we had a very similar discussion about 6 months ago regarding DELL vs SUNW. At that time, I pointed out that even though DELL has a lower market cap than SUNW and a higher growth rate, SUNW's growth rate was accelerating and DELL's was decelerating. That explained a good deal of the difference in valuation. SUNW is still accelerating and now has pulled even with DELL. One difference now is that DELL's deceleration may have come to an end. Still, it's not unreasonable at all that SUNW has a larger market cap than DELL.