Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: kemble s. matter who wrote (19762)	10/29/1997 10:29:00 PM
From: Chuzzlewit	Respond to of 176387

Kemble, in order to have that kind of growth we would need to be looking at growth in the computer industry as a whole of at least 30%. I believe current estimates are more of the order of 16%. There are two components to industry growth: penetration to new users (e.g, via notebooks) and the normal replacement cycle. I believe that the replacement cycle is longer than it has been in the past. I don't know what the impact of the new release of Windows NT will be, and whether that will lead to migration to Pentium II's or whatever else Intel has coming down the pike, but at this point I think you'd be deluding yourself to believe that Dell can sustain the kind of growth it's seen in the recent past. Regards, Paul