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


To: LWolf who wrote (59624)8/19/1998 4:02:00 PM
From: T.R.  Respond to of 176387
 
I think that was Kemble ;-)

T.R.



To: LWolf who wrote (59624)8/19/1998 4:03:00 PM
From: Lizzie Tudor  Respond to of 176387
 
Hmmm Laura you know I think another 5 years of this hypergrowth is going to be unsustainable.... if you discover any more details about that interview Id like to hear them.

Would be great if it happened though!

MH



To: LWolf who wrote (59624)8/19/1998 4:11:00 PM
From: Chuzzlewit  Read Replies (1) | Respond to of 176387
 
Laura, it's very difficult, if not impossible to predict. At some point the market will become saturated, and at some point Dell will begin to find it hard to win market share. But even with 5 years of 45% growth compared to 15% growth for the market overall, and assuming that dell currently has 8% of the market, you'd be looking at a 25% market share, so it is possible to do that, but I certainly wouldn't bet on it.

Remember, there a certain segments that Dell does not compete in (like retail and high-end servers). On the other hand, Dell has said it will be entering the high density storage business, which will provide Dell with additional growth opportunities.

TTFN,
CTC