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Technology Stocks : Dell Technologies Inc.

DELL 131.88

+4.7%

10:56 AM EST

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To: Meathead who wrote (27036)	1/7/1998 3:25:00 PM
From: Jim Patterson	Read Replies (1) of 176387

RE: "No, my assumptions are based on IDC's assumptions. They predict slower PC growth WW each year between now and" Meathead, I think that IDC is in fact very optomistic in their ASP decline projections. The numbers will be revised lower. You will have to wait untill the next IDC report as you are obviously not able to interprate a trend with out some one else pointing it out to you. Like I said, This looks like the same table that had MU at the top and $17.00 next to the year 1998. FTR, Mu is looking at 0.00 FY 1998 Your analysis does look very through. I do not have the Raw-number expertise that you have. I have to read what other people have to say. In this case those people are analyst on Wallstreet. Who are now saying they have never seen this kind of deflation in the PC market before. Jim

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