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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 2:09:00 PM
From: jim kelley  Read Replies (2) of 176387
 
RE: DELL's growth rate...

Let's see the PC market is growing about 15-20% per year and so
DELL only really has to grow at a 2X multiple to make the 40% target
mentioned by one threadster. Now they are growing at a 3.5 X .

So the 40% number is perfectly within reach.

UNITS (M) DELL (M units) % unit marketshare
92 6.4 6.9%
106 9.0 8.5%
124 12 .5 10.1%
146 17.6 12.1%

Looks perfectly reasonable to me! In fact I think they can do better than this example illustrates.
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