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Technology Stocks : Dell Technologies Inc.
DELL 120.53+0.7%Jan 16 9:30 AM EST

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To: D.J.Smyth who wrote (42586)5/16/1998 1:24:00 PM
From: Chuzzlewit  Read Replies (1) of 176387
 
Darrell, I made a mathematical error in my previous post, so if anyone has not read the edited version let me go over the math now. The claim was that Dell could not maintain a 40% growth over the next five years. If we assume that the total market for computers is growing at 16% for five years, then the market will be 210% of what it is today. If Dell grew at 40% over the five years from its current base (which I took to be 6%) then its market share will have increased to 15.4%. John Rosser claimed that the current market share is 7.3%. If that number is true, then after five years assuming the other numbers above, Dell's market share would be 18.7%. The point I was trying to make is that there is plenty of room in the marketplace to accommodate the kind of growth we're forecasting.

Sorry for the confusion,

CTC
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