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Technology Stocks : Dell Technologies Inc.
DELL 146.68-1.7%Nov 7 9:30 AM EST

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To: kemble s. matter who wrote (95758)2/7/1999 2:33:00 PM
From: Tumbleweed  Read Replies (4) of 176387
 
Re China
"We believe CHINA will be our #2 market within five years.." Mort Topfer

Interesting article in this weeks Business Week about PC sales in China and how 'Legend' the local PC vendor, has become No1 on the back of their understanding of the local market, as opposed to those trying to get in, for example Compaq, IBM.
There is double edged news for Dell, because it bemoans China's 'notoriously inefficient transportation system' (which obviously works against Dell), but also points out that with Dell manufacturing in China, they have an edge (no 17% import tax). In the top 5 chinese PC sale, Dell does not figure at all. IMHO this is good news as it gives Dell more room to grow.
FWIW, the article is somewhat critical of Compaq, points out that it has been trying for 5 years and has 'an anaemic 4% market share".

Joe
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