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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Mohan Marette who wrote (132621)	6/14/1999 5:22:00 PM
From: kemble s. matter	Respond to of 176387

Mohan, Hi!!! RE: CHINA..... For his part, Legend's Liu thinks it will take some time for Dell's methods to succeed in China. Few Chinese consumers use credit cards, which is how most buyers pay for their purchases when ordering direct over the phone or Internet. Poor transport infrastructure will be another roadblock. And Chinese, he notes, prefer face-to-face sales when buying big-ticket items such as a PC. It's nothing that Michael Dell hasn't heard before. Wherever the company has gone, he says, detractors have said that local culture wouldn't respond to direct sales: "That's even what they told us in the United States." "THAT'S EVEN WHAT THEY TOLD US IN THE UNITED STATES" Thanks Mohan....You know I love the confidence in Michael....China is "exploding" according to Kevin Rollins...The overall market is discounting everything ....DELL will be a huge factor in every market in the world with the strategy they have employed... the e-commerce ideas will mushroom their revenue growth ...and the China %'s will push their growth rates well above 50% sooner than many think... Best, kemble

To: Mohan Marette who wrote (132621)	6/14/1999 5:45:00 PM
From: D.J.Smyth	Respond to of 176387

Mo <<For his part, Legend's Liu thinks it will take some time for Dell's methods to succeed in China. Few Chinese consumers use credit cards, which is how most buyers pay for their purchases when ordering direct over the phone or Internet. Poor transport infrastructure will be another roadblock. And Chinese, he notes, prefer face-to-face sales when buying big-ticket items such as a PC. >> Chinese business relative to leasing is billed no different there than in the U.S. with monthy billing statements; no need for a credit card in this case, just good credit. Liu is confusing the small business/consumer purchase with the large business purchase which Dell is currently attracting there.

To: Mohan Marette who wrote (132621)	6/14/1999 6:34:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

FYI...Money managers worry about insider trading - poll Mohan: Do you think some of these Fund Managers are running loose with a little too much freedom <GG>...Check this out... <<Monday June 14, 6:01 pm EST NEW YORK, June 14 (Reuters) - Mutual fund executives worry that employees could cross ethical and legal boundaries by personal trading, but many have no clear policies to prevent it, according to a survey released on Monday. Nearly three-quarters of some 65 mutual fund and money managers polled said personal trading, insider trading and fraudulent reporting were areas of ''high concern,'' according to the survey done by accountancy and consulting firm PricewaterhouseCoopers. About two-thirds feared conflicts of interest, the survey said. Mutual fund managers each day buy and sell stocks worth hundreds of millions of dollars, sometimes influencing the price of a security. Employees could potentially make money by buying or selling stocks for their personal accounts through knowledge of these transactions. Most portfolio managers who trade for their own account keep to self-imposed industry guidelines that prohibit using insider information or fund activity for personal benefit, mutual fund sources have told Reuters in the past. Some isolated scandals, however, have highlighted concerns over wether the industry does enough to prevent from using their funds' buying power to enrich themselves. ''While in each case the potential risk of liability arising from such activities is considerable, almost a third of the survey respondents said their organizations do not have a formal remediation and retribution process and another 16 percent were unsure if such a process even existed,'' said a PricewaterhouseCoopers partner, Andrew Nolan, in a statement. Almost two-thirds of the 65 mutual fund executives, who oversaw a combined total of more than $1 trillion in assets, said their firms periodically reviewed their ethics programs. In general, however, the reviews were more detective, through audits, than preventive, the survey said.>>