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: JRI who wrote (66105)	9/18/1998 3:49:00 PM
From: Chuzzlewit	Respond to of 176387

John, I disagree with the statement Investors should pay attention to individual PC companies, rather than worry about industrywide trends .... While it is paramount to pay attention to individual companies, when you are invested in a growth stock like Dell it is essential that the overall market expands. This is the inevitable consequence of hypergrowth. AlanH (a Dell bear) quite correctly pointed out that there must be an eventual convergence between the company's growth rate and the industry's growth rate. So the two are inextricably combined. TTFN, CTC