To: ed who wrote (9333 ) 11/22/1997 5:26:00 AM From: Dwight E. Karlsen Read Replies (3) | Respond to
Good summary, Ed. But, I have read a WSJ article about PC mkt in China, and American PC makers have an uphill battle there. The Chinese people don't have the disposable income Americans have, so 40% penetration rate enjoyed here in the US isn't going to be achieved in China anytime soon. So for those in China who can afford to buy, they buy the very cheapest. The domestic PC mfrs is very competitive, with multitudes of individual players using cut-throat pricing and VERY slim profit margins to capture business. I'm sure CPQ, IBM, Dell, HWP etc will continue to try to sell PCs there, but it's a rough business environment.dirt poor . I've heard talks by missionaries who have spent time there, and let me tell you, Americans would be shocked to realize the depth of poverty there. It's common for buildings even in populated areas to not even have indoor plumbing. There's just an open ditch out back of the buildings. The PC is a great business tool, and I'm sure that the business community in India is indeed upgrading and taking advantage of the new processor power for business tasks. But it's not a market like US, Canada, Europe, etc. It will be decades before Indian economy can support avg household incomes with disposable income to buy PCs.
