re: 1. According to most sources, 'box' sales are growing at about a 15% annual clip. If IBM isn't getting any "real growth", then other companies must be absorbing that market. I'll bet one of them is... Can you spell DELL?
Might we add to that, PC revenue growth in Q1 was only 5%.
With the shortfall from HWP, and the continued weekness from CPQ and IBM, Net revenue from the PC industry will be flat to down for the year 1998.
You DELL bulls seem to leave this very important fact out of your growth forcasts.
Yes, I read the HBR, My take was that DELL has done very well in the past market environment.
I think the market environment has changed due to an over capacity situation in every component area of the PC industry. According to T.K., the situation has finaly spread to Microprocessors.
If you look @ HWP, CPQ, IBM, GTW, and MUEI, you can see that it is effecting the box builders.
DELL is probably immune.
Jim |
