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Technology Stocks : Dell Technologies Inc.
DELL 131.76-1.1%10:41 AM EST

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To: jim kelley who wrote (54330)7/27/1998 12:48:00 PM
From: JRI  Read Replies (1) of 176387
 
HP spokesman bullish on Dell!

from MSN....

"It's a war of attrition now, an H-P spokesman said. In another year
or so, there's going to be three companies left, by the looks of things, that are going to have better than 50% of the market.

___________________________________

Let's see, 1 year from now, and the top 3 have over 50% of the market.....let's say 55%

Top three (1 year from now)

Dell 22.5%
CPQ 22.5%
HP 10.0%

All Others 45.0%

Last quarter, approximately 8 million PC units sold in the U.S. Assuming a 15% annual growth rate for the U.S. market over the next year, that puts 2nd Quarter, 1999 total U.S. PC unit sales at 9.2 million....

So, 9.2 million * .225 =2.07 million units (to be sold by Dell, 2Q'99)

As far as growth rate,..... (2.07-1.15)/1.15 (2nd quarter '98)=

80% annual growth rate in units for Dell in the next year! (US Market only).....and Europe should outpace U.S. growth (for Dell) over the next year!

Not bad, eh?
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