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

To: kemble s. matter who wrote (25639)	12/18/1997 7:48:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Kemble: I believe PC sales in the U.S & Europe will be especially good. ASEAN countries will slow down to what extent I dont know.I dont think these ASEAN countries are not going to completely stop buying, PCs,workstations,and servers.They say don't expect much from Japan, but India and China should pick-up some slack. Latin America and the rest of the world should do relatively well. The market share of CPQ and particularly DELL is not that significant to the S.E.Asia and besides we have couple of other things working in our favour they are cheaper componets and lower interest rates,perhaps these two factors combined with relatively strong sales in india and china might just pull us through.But who knows really untill the numbers are in.