Hundreds of Trefis members have created forecasts for two key drivers of Dell's ( DELL) stock over the last week: (1) Dell Notebook Market Share, (2) Dell Notebook Pricing.Their forecasts suggest that Dell's Notebook Market Share and Dell's Notebook Pricing will trend higher than the Trefis forecast. These projections may not bode well for the stocks of Dell's notebook competitors such as HP ( HPQ) and Apple ( AAPL). Dell's Notebooks & Netbooks business constitutes 18% of the $17 Trefis price estimate for Dell's stock. In comparison, managed services, consulting and perot is 27%, storage about 4%, and desktops less than 3% of the Trefis estimate for Dell's stock. Considering the importance of the Notebooks & Netbooks business, Dell's stock is quite sensitive to both 1) Dell Notebook Market Share and 2) Dell Notebooks Pricing. Below are the charts showing recent estimates created by Trefis members for the two drivers.