Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Mama Bear who wrote (17441)	2/15/1999 11:21:00 AM
From: Cogito	Read Replies (2) of 18691

Barb - Did PC sales actually contract in 1998? I think what you mean is that the growth rate slackened. I believe that PC sales did increase in 1998. Furthermore I don't see any reason to believe that PC sales will stop growing. While it is true that growth in the low end has been stronger than overall growth, I don't see how that is a big problem for Dell. The Dell buyer tends to be a more sophisticated computer user who is looking for a higher performance, better quality system, as opposed to a first-time buyer who is concerned only with price. - Allen

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