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

To: Paul Merriwether who wrote (21310)	11/12/1997 9:25:00 PM
From: Eric S.	Respond to of 176387

To agree with your assumption one would have to go against Dell's own sales data and a Bullish internal attitude regarding those markets. I thing I'll stick with the four letter answer that starts with D and ends with L. best regards -Eric

To: Paul Merriwether who wrote (21310)	11/12/1997 10:37:00 PM
From: Meathead	Read Replies (2) \| Respond to of 176387

Paul - What's larger in terms of WW unit volume and unit growth the home or business market? I bet you know the exact numbers don't you. Yes, I think Asian businesses only need low end PC's. What would be a standard business configuration requirement for these poor folks? I've heard of other stuff like DMI 2.0, ACPI, APM 1.2, Wake-on-Lan, Energy Star, PC97 compliance, Pre-boot execution environment, PCI PME, SM BIOS, USB, WFM, Driver backward compatability, servicability and other usless cost adders. I bet a 166Mhz processor and a modem would suit them just fine. MEATHEAD

To: Paul Merriwether who wrote (21310)	11/13/1997 1:10:00 AM
From: jbn3	Read Replies (1) \| Respond to of 176387

Paul, I agree with you that the populations of emerging Asian markets are not currently going to be big buyers of DELL. I don't know enough about larger corporate structures there to comment. Still, those markets may well absorb DELL's leased machine resale volume. If they can get today's $4K machine in two years for sub-1000 there may be a significant market there. Another thing which may have escaped your notice. I believe that Seoul, South Korea has the highest per capita rate of PhD's in the world. That would imply both a market of educated users and an income sufficient to purchase them. One thing which I forgot to mention in my trip report is that I verified that the DELL (or any other) machines can be used in any language format: all that is required is the proper software, no hardware modification is required except a keyboard. Though I don't know it to be a fact, I would be astonished if MSFT does not have Windows available in all of those high population languages--or at least is working on it. Just some thoughts. 3.