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Technology Stocks : Dell Technologies Inc.
DELL 122.70+0.2%Nov 18 3:59 PM EST

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To: Fangorn who wrote (45259)5/28/1998 5:33:00 PM
From: Logos  Read Replies (1) of 176387
 
Re: The fact that MSFT already has 90+% of the market means they can only grow at the rate of the market. DELL has what? 6-7% of the market which gives it lots of room to grow at a multiple of the overall computer market which it has been doing. I
would give a higher PE to the company that is growing faster.

Well, MSFT has 90+% of the PC OS market. But there's lots more they can move into. All kinds of application suites, and Windows CE for gadgets and gizmos, from tiny ones to cars to as big as you want. Anyway, my point is that Microsoft has been dominant in the OS for a decade and has just about always grown faster than the general PC or software industries, by finding more and more applications to sell.

Haz
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