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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: RealMuLan who wrote (47141)	2/15/1999 10:57:00 AM
From: BGR	Read Replies (5) \| Respond to of 132070

YZ, One, I was not guaranteeing, I was estimating. Like analysts, if I may. Two, I apologize if I have upset your feelings by mentioning short and MSFT in the same sentence. Sources tell me that this thread gives the best shorting advice, hence my question. Three, MSFT has >90% of the wintel PC market share, so it may grow only at a rate slightly exceeding that of the wintel PC market (17% by some estimates). DELL has about 12% of the same market, so it has a lot more room to grow and can grow at as much as 3 times the rate w/o becoming the dominant player (about 50% of the market share, say) for the next 6 years. I therefore agree that it is ludicrous to compare MSFT and DELL's future growth prospects. DELL clearly has a brighter future. -BGR.