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Technology Stocks : Dell Technologies Inc.

DELL 135.79

-3.4%

9:37 AM EST

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To: AlanH who wrote (59898)	8/20/1998 3:22:00 PM
From: Chuzzlewit	Read Replies (1) of 176387

Alan, it all comes down to what I indicated in my last post, and a point that you made in a previous post. A rapidly growing company must ultimately find that its growth rate is constrained by the growth of industry segment. I think we agree on that point, and I think we also agree that there is nothing particularly profound in that observation. The only point I would make in this connection is that the smaller the initial market share, the longer the company may experience growth at a rate faster than the industry growth rate. 8% market share and 15% industry growth rate were numbers used by several market research firms, and I simply used those numbers as assumptions in the model. TTFN, CTC

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