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Technology Stocks : Dell Technologies Inc.

DELL 133.35

+0.1%

Nov 28 9:30 AM EST

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To: JRI who wrote (66148)	9/19/1998 9:41:00 AM
From: rudedog	Read Replies (2) of 176387

John and Chuz - The biggest problem with that whole analysis IMHO is that the 'market' is so poorly defined as to make these projections meaningless. 10 years ago the 'market' included only relatively disconnected desktop PC's, now it includes 'PC servers' (whatever those are), workstations (but not 'big' workstations), network components - in short, whatever the big boys decide to sell becomes part of the 'market'. This stuff is so much malarky. Any company who puts together a business plan based on the idea that the currently defined market will grow at 13% or 15% or whatever deserves to shrivel and die. The market as currently defined could grow at 50% per year for several years just by cannibalizing the high end currently held by mainframes and proprietary midrange boxes. They are not part of 'the market' now, but as soon as the trends shift, they will be included. Go back 5 or 10 years and read the kind of analysis these jokers were doing - they didn't have a clue where the business was going.

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