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Technology Stocks : Dell Technologies Inc.

DELL 120.49

+0.7%

Jan 16 3:59 PM EST

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To: D.J.Smyth who wrote (171462)	11/4/2002 1:01:06 PM
From: GVTucker	Read Replies (1) of 176387

DJ, RE: in seven years the worldwide PC market is expected to grow at an annualized rate of 6%, notwithstanding that India's PC market grew by 50% last year (same expectations this year) and China's by 40% (China and India combined constitute nearly 40% of the world's total population, and 50% of its growth). this "6%" growth is consistent with the growth in the overall world population, especially considering growth in industrialized nations; it actually underweights the worldwide population growth. if the current world market is $145 billion, a 6% growth per annum, in seven years will yeild $220 billion market. $118 billion in sales is 54%. Could you give a source? I have seen sources that estimate that unit demand will grow 6%, but I haven't seen anyone predict revenue growth of 6%.

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