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

To: D.J.Smyth who wrote (159634)	8/14/2000 7:24:16 PM
From: OLDTRADER	Respond to of 176387

Something seems very contrived/manipulated -I have read fourteen gazillion times over the past four days-"DELL less than robust etc".-----DEll just may be getting a major case of RA and leak out some good news-I just/kinda smell a set-up/rat etc.Awfully quiet.

To: D.J.Smyth who wrote (159634)	8/14/2000 7:30:31 PM
From: Tony Viola	Respond to of 176387

Darrell, >So giving it the 10X award given SUNW, Dell's Enterprise Division should have a $110 billion forward looking market cap. There is enterprise and there is enterprise. I would hardly consider Dell's 1 and 2 way (I know they have 4s and 8s, but they don't sell that many) PowerEdges as enterprise. Tony

To: D.J.Smyth who wrote (159634)	8/14/2000 7:50:01 PM
From: rudedog	Read Replies (1) \| Respond to of 176387

Darrell - I have no explanation for the valuation currently being given to SUNW beyond "Mindshare"... although I have made a lot of money on SUNW LEAPs purchased when the stock was in the 70s. CPQ's enterprise group (before Pesatori left) was perhaps more directly comparable to SUNW, except that it was 50% bigger. CPQ's enterprise growth was also comparable to SUNW's up until the most recent quarter, yet obviously CPQ gets only a tiny fraction of SUNW's valuation. I guess we have to treat SUNW as a strange anomaly - a "dot-com" valuation not based on business fundamentals. So I use CPQ, HWP and IBM as benchmarks for how the investment community values this class of enterprise business rather than SUNW. My gut feel is that if DELL develops a more credible enterprise story, they will begin to see some of that valuation. But at the moment, investors do not have they confidence that DELL will execute in that space as they have in desktops.

To: D.J.Smyth who wrote (159634)	8/14/2000 11:02:10 PM
From: mepci	Read Replies (1) \| Respond to of 176387

Darrel: Re:What amount of this $350 billion in Asian sales would Dell eventually represent? How about $3.5B or $35B. We are way underestimating the difficulty in selling Europe and ASIA. Please don't count the eggs before they are hatched.

To: D.J.Smyth who wrote (159634)	8/15/2000 10:25:12 AM
From: gnuman	Respond to of 176387

Re: China. Global internet statistics by language. Statistics from June 2000. Thought these statistics may be interesting re: the current discussions. A couple of notes. These statistics are by language, so Chinese also includes Taiwan and Hong Kong. Internet access is by individuals, not PC's. Family units with access should be considered when estimating PC's. Chinese speaking access show's tremendous percentage growth, but from a small base. The GDP per Capita numbers are interesting. There are numerous sources and references on this site that help in understanding the statistics. glreach.com