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Technology Stocks : Dell Technologies Inc.
DELL 140.41+1.1%3:59 PM EST
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To: D.J.Smyth who wrote (143537)10/1/1999 1:29:00 PM
From: rudedog  Read Replies (2) of 176387
 
Darrell -
On a percentage growth basis DELL sales in china and india look good but on an absolute basis, not very important. Total DELL sales in china are a fraction of a percent of DELL's overall sales.

DELL has a much larger percentage of its sales in NA and Europe than IBM, HP or CPQ and has been struggling to build sales outside of those "english speaking" markets.

You could look at this as a "glass half-full" or a "glass half-empty". The half full argument is that DELL has just not concentrated on those other markets, and when they do, watch out. The half-empty argument says that their main competitors are doing much better in those other markets than DELL and are well-established, and there may be something about DELL's model or style which places them at a disadvantage, as indicated by their weaker sales.

China may have more than a billion people but only about 1 in 10,000 can afford a computer. Many don't even have reliable electricity. So the china market may turn out to be about as important as Finland to DELL.

India has a large and prosperous middle class but they also have a very vibrant home-grown computer industry which dominates local markets. Foriegn companies are penalized by law and custom.

All in all, I would certainly not bank on growth in those markets as the reason for growth in DELL revenue.
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