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To: kemble s. matter who wrote (132173)	6/9/1999 8:26:00 PM
From: stockman_scott	Read Replies (3) \| Respond to of 176387

Kemble: Kevin Rollins was on CNBC and you are right.... He was working to set the record straight at the Paine Webber conf. today. Rollins claimed that the DLJ Y2K survey isn't reflecting the spending needs of all markets. He also claimed that DELL has said all along that the 1st half would be strong for the large corporate sector AND the 2nd half of the year would be where DELL experienced very strong sales in the small and medium business sector. Rollins also expects Institutional and Government spending around the world to be strong. He also claimed that the consumer market would accelerate sales later in the year. And Finally Kevin Rollins teased ANALysts that NON-PC revenues for DELL would become much more important. He told the Analysts and investors to watch this space carefully over the summer since DELL planned some new offerings...!! Hmmm...maybe some of our brainstorming will come to life <GG>. Best Regards, Scott

To: kemble s. matter who wrote (132173)	6/9/1999 10:12:00 PM
From: Mohan Marette	Read Replies (2) \| Respond to of 176387

By 2000, the IT Market in China Will Be Valued at US$15Billion IDC Kemble: Here is little something to chew on,from IDC ==================== FRAMINGHAM, Mass., June 1, 1999 - China's IT market is the fastest growing IT market in Asia with a 1998-2003 compound annual growth rate (CAGR) of 27.8%. In 1998, the overall IT market in China reached US$9.24 billion, which enabled China's IT market to surpass Korea and become the second largest in the Asia/Pacific region (excluding Japan). IDC expects China to pull ahead of Australia and become the largest IT market in the region by 2000. "Although China experienced low growth in the last five years, we expect that by 2003, China will represent approximately one-third of the total IT market in the Asia/Pacific region, excluding Japan," said Jared Peterson, Research Director for IDC China. "Hardware tends to overshadow other segments of the market, but IDC has witnessed strong growth in the data communications equipment, packaged software, and IT services areas, and we expect this trend to continue." In 1998, hardware accounted for 85.9% of China's total IT market. Data communications equipment, which represented 8.2% of the market, reached US$1.175 billion, an increase of 40.9% over the previous year while IT services experienced an increase of 50% and accounted for 5.9% of the total market. Finance continued to be the largest vertical industry in China, accounting for 32.2% of total IT spending. This was followed by telecom and transportation at 18.1% and 10.1%, respectively.