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Technology Stocks : Dell Technologies Inc.
DELL 133.35+0.1%Nov 28 9:30 AM EST
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To: Mohan Marette who wrote (112909)3/28/1999 7:14:00 PM
From: kemble s. matter  Read Replies (1) of 176387
 
Mohan,
Hi!!!

RE: CHINA......A VISION THAT MAKES ME DROOL

First of all...THANKS AGAIN....The memory of that first IBD article on "DELL in China" from late 96 forced me into the margin for the first time...I couldn't avoid borrowing on the dream of what DELL was proposing there...I owe you so much for all the info on DELL.... the CHINA "bible" will be organized over this break...the article you just sent me is by far the most slanted article strongly eluding to the domination DELL could possible employ with that culture......It surely is rewarding to have someone else state the possibilities of why DELL's culture is the perfect fit ....not that it isn't anywhere :o)....My margining was based on DELL expanding rapidly with the culture of China as the perfect mindset for their quality products and bargain prices...Hey, we all know what has happened everywhere DELL has gone...they conquer...should DELL follow suit with the services and quality as they have everywhere else.......CHINA will become a market no one can exaggerate. I was reminded once again today (while reading DIRECT FROM DELL that when they first entered the United Kingdom they were surprised at how fast the people adopted to DELL...CHINA IMO will explode...DELL needs service there fast...I hope they have it covered...and, knowing DELL management...they won't do anything to compromise what has gotten them to the top.

Best, Kemble
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