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Politics : Ask Michael Burke

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To: BGR who wrote (47142)	2/15/1999 11:01:00 AM
From: Mike da bear	Read Replies (1) of 132070

Three, MSFT has >90% of the wintel PC market share, so it may grow only at a rate slightly exceeding that of the wintel PC market (17% by some estimates). DELL has about 12% of the same market, so it has a lot more room to grow and can grow at as much as 3 times the rate w/o becoming the dominant player (about 50% of the market share, say) for the next 6 years. I therefore agree that it is ludicrous to compare MSFT and DELL's future growth prospects. DELL clearly has a brighter future. With this line of logic, wouldn't all the smaller PC mfgr's have an even brighter future than DELL since they have an even larger potential growth prospect before they get to 50% of market share? mdb

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