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Technology Stocks : Dell Technologies Inc.
DELL 133.78-0.1%Nov 14 9:30 AM EST
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To: Chuzzlewit who wrote (89698)1/18/1999 10:05:00 PM
From: Devil's Advocate  Read Replies (1) of 176387
 
CTC,

In response to your post about DELL sustainable growth, I have calculated (I could be wrong) that DELL would capture the entire market in 9.69 years with a growth rate of 50%, current market share of 9% and a market growth rate of 17%.

Of course, DELL will never be the market and growth rate will slowly decrease if the company doesn't expand into other areas. But this number shows that decreasing growth is near (about 3 to 4 years IMO). Furthermore, DELL has a more important market share in the US. So, growth rate decline will start in the US market (this year or next one IMO).

Indeed, DELL can expand its business model into other areas. In fact, DELL has already started by selling servers and now by going into the storage business. That's precisely what DELL needs to do to prevent growth decline. As you can see, DELL has chosen to expand in high margin areas. Also, those areas are closely related to current business.
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