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Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

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To: Jim Patterson who wrote (25685)	12/18/1997 10:04:00 PM
From: hpeace	Read Replies (1) of 176387

jim, what slow down....you don't understand this market. with the currency gains cpq, dell, ibm, and hp will just go from 30% of market to 40% of market. and you add 15% growth on top of that..you have a 45-50% growth minimum... did you get this....it's a fact in this industry from day one. Now, unless dell lowers cost drastically..they will not do as well as cpq next yr.. let me now you were following this bec. it will happen.. i'm postive. In fact , the same people saying that the industry grows at 15% is sayng what I just posted.... So, you beleive part of what they say and not all of what they say when you say cpq doesn't grow 40%.. If you don't beleive me just look at the IDC trends for each qtr starting 8 qtrs ago.

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