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Technology Stocks : Dell Technologies Inc.

DELL 132.08

-0.8%

3:59 PM EST

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To: kemble s. matter who wrote (143786)	10/5/1999 1:59:00 PM
From: stockman_scott	Read Replies (3) of 176387

<<.And, on top of this the news of the CHINA explosion being "ahead of schedule">> Kemble: Check out Today's Wall Street Journal. On page A16 there is an article on how "China's internet Draws $1 Billion U.S. Bet." The IDC Group Chairman (Patrick McGovern) forecasts the online population in China to reach an optimistic 100 million by 2005. Hmmm....Who is going to sell China all those PCs, servers and storage devices to fascilitate this..?? I think MSD and Mort know what they are doing by making a BIG bet on China in the years to come. DELL will become a dominant player in this major market in the Pacific Rim. IMO, many of the analysts have underestimated what kind of business China may provide leading US tech firms like DELL <VBG>... Best Regards, Scott

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