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To: Ian Davidson who wrote (73021)	10/20/1998 3:08:00 PM
From: kemble s. matter	Respond to of 176387

Ian, Hi! RE: CAN TECH LEAD CHINA ON THE ROAD TO RECOVERY <<There's an indication that in the last calendar quarter of '98, IT spending (of Asian countries) is picking up 9% to 10%. In '99, we expect IT spending to go up to 15% in southeast Asia.>> Thanks Ian.....just finished reading through some of the more recent news items in the "bibles"....thought you may like to hear this similar statement from the greatest of all visionaries... "IT IS TRUE THAT SOME OF THESE MARKETS MIGHT BE IN A PERIOD OF ECONOMIC CONTRACTION, BUT THAT DOESN'T MEAN DELL CAN'T GROW EVEN IN THAT PERIOD.....I DON'T THINK THE PERSONAL COMPUTER INDUSTRY IS IMPERVIOUS TO ECONOMIC TURMOIL BUT I THINK COMPANIES AND ORGANIZATIONS ARE USING COMPUTERS AS A WAY OF GETTING AHEAD AND DRIVING PRODUCTIVITY SO IN SOME SENSES THIS IS NOT DISCRETIONARY SPENDING..." msd Best, kemble