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Technology Stocks : Dell Technologies Inc.

DELL 122.55

+4.4%

Nov 21 9:30 AM EST

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To: JPR who wrote (64902)	9/11/1998 1:05:00 PM
From: Chuzzlewit	Read Replies (1) of 176387

JPR, I think you are engaging in self-delusion. Sometime back I showed mathematically, that Dell, growing at three times the market rate of growth for the PC market could sustain it's growth for a maximum of around 10 years. This assumed a current market share of roughly 8%, and market growth of 15% per annum. But to understand what that calculation means, you must understand that it implies that Dell becomes a monopoly, and controls 100% of the PC market. To my mind, that means that Dell could continue hypergrowth for approximately four more years, at which point it would control around 20% of the PC market. The implication is clear. In order for Dell to experience hypergrowth beyond the next few years requires Dell to find new products and new markets. Its recent announcement that it will be entering mass storage is one such step, but others will be needed. That's why I asked the question the other day about the extensibility of Dell's business model. TTFN, CTC P.S. splits do not add to shareholder value. Owning two five dollar bills is not worth more than owning a single ten.

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