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Technology Stocks : Dell Technologies Inc.

DELL 134.13

+6.5%

12:52 PM EST

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To: Meathead who wrote (27014)	1/7/1998 1:03:00 PM
From: Jim Patterson	Read Replies (2) of 176387

I still feel the numbers are on target and Dell will post revenues of 30B - 35B and own between 12% to 14% of the market in 2001. All they have to do is continue to execute. Meathead, Your assumption here is that the PC market continues to grow at the rate that it has been growing. People made the same predictions about the $150B semiconductor market. The only problem is that lower ASP / unit hit and 2 years latter the semiconductor market is still $150 Billion. With the trend in this Sub-Zero PC sector, it is highly posible that PC revenue does not grow very much over the next 2-3 years. Jim

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