Dell Technologies Inc. Message Board

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.

DELL 133.78

-0.1%

Nov 14 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: calgal who wrote (153817)	2/13/2000 3:55:00 PM
From: kemble s. matter	Read Replies (2) of 176387

Leigh, Hi!! RE: Looking at growth expectations for the global PC market, one wonders how Wolf reached his assumptions. According to estimates from market research firm IDC, worldwide PC sales will increase 17.6% this year, from 112.7 million units in 1999 to 132.6 million in 2000. In the unlikely event that PC prices were to stay level and Dell's 32% growth were to come entirely from its PC line, the 32% growth would mean an additional 3.8 million PCs sold in 2000 (IDC figures it sold 11.9 million last year). If IDC's numbers are correct, Dell's growth would account for about 19.1% of industry growth ? a far cry from the 55% that Wolf suggests. Let's see....Wolf vs. MSD "I HOPE YOU ALL BELIEVE AS PASSIONATELY AS I DO THAT THERE IS ENORMOUS UPSIDE FOR OUR BUSINESS AND OUR SHAREHOLDERS. THE PC MARKET WILL EXPAND FROM APPROXIMATELY 130 MILLION UNITS IN 1999 TO ABOUT 220 MILLION UNITS BY 2004. TODAY WE ONLY HAVE ABOUT 9% UNIT MARKET SHARE. IF WE WERE TO INCREASE OUR SHARE TO 20% BY 2004, WE WOULD BE SELLING ALMOST 47 MILLION UNITS PER YEAR!" And, this comes from the guy who's philosophy is to "underestimate and then over achieve"... Do the math someone...DELL has some incredible years ahead... Best, Kemble "

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next