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

To: Boplicity who wrote (34832)	3/18/1998 5:02:00 PM
From: Jacky AY	Read Replies (1) \| Respond to of 176387

100 million personal computers would be sold annually over the next few years, from the current 80 million units A 25% growth in PC unit demand over the next few years? Sounds good for BG and MSFT. But, don't forget ASP declines 15% a year. The unit growth can't compensate for the rapid falling price because most of the unit growth results from entry-level PCs. Can't you see the total PC box-making industry is going to be flat at best? The only beneficiary from PC unit growth is, as mentioned above, MSFT. Killer apps are badly needed to stimulate high-end PC growth.