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

To: rudedog who wrote (158877)	7/26/2000 11:54:26 AM
From: D.J.Smyth	Read Replies (2) \| Respond to of 176387

rude. don't you think one of Dell's stock price problems is being overanalyzed? analysts certainly don't analyze SUNW in the same manner they do Dell. the analysts hump the Dell model until they forget that growth is continuing in many different areas; the world is becoming a smaller market with fewer, larger PC players, computer use and functions are expanding, peripheral sales are expanding, Latin America (Brazil) and China's GNP could double in three years, earnings power of Mexico's middle class has increased 40% in the past three years - computer use there is expanding, computer use among the younger population remains at a high 70% in the U.S., earnings power of other Asians are expected to double in the next three years (besides Japan), over 1/2 of the current mainframe computers in the U.S. continue to run on programs built in the 70s and 80s and need replaced, and so on. why is SUNW better prepared than Dell to capture these markets - especially considering that Dell already has a European plant, Brazilian plant, and plant in China? SUNW utilizes third party arrangements too.