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

To: edamo who wrote (161289)9/29/2000 12:08:27 PM
From: D.J.Smyth  Read Replies (1) | Respond to of 176387
 
edamo, the fact that SUNW's price is justified while Dell's can not be shows that the market has completely come unhitched from reality and where changes in technology are moving. You can't justify $130 billion extra market share for SUNW based on UltraSparc.

Especially since Dell is delivering products to this same market. MD stated he will take market share in this arena. He stated "substantial" share.



To: edamo who wrote (161289)9/29/2000 1:31:24 PM
From: kaka  Read Replies (2) | Respond to of 176387
 
Hi Edamo,

Re: fundamentals are negligible in the current market...too much liquidity and rotation....no logic....poor perception has finally evolved into reality....

Poor perception will never evolve into reality....only irrational behavior, which is what's occurring to DELL's stock price.

Kaka


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