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

To: Gabriel008 who wrote (31537)	3/1/1998 10:19:00 AM
From: Leo Francis	Read Replies (1) \| Respond to of 176387

Let's get rational. PC market is projected to grow to about 150 million units within 5 years. Okay, average NSP's are forecasted to continue to decline. DELL currently sells only "boxes". Let's say we reach 150 million units this year. Lets also say DELL obtains a market share of 15%! They sell 22.5 million units. Let's also assume their NSP is the current average of $2000. DELL's revenue would be 45 billion! Alert! Run the numbers and you see, even with the above absurd assumptions, DELL seems fully valued. It will take DELL more than one year to garnish a 15% market share. NSP's will not stay at current levels. And 150 million PC's will not be sold in 1998. DELL is over valued. LF