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

To: WeisbrichA who wrote (101898)	2/17/1999 1:09:00 PM
From: jhg_in_kc	Read Replies (2) \| Respond to of 176387

To: WeisbrichA who wrote (101898)	2/17/1999 1:11:00 PM
From: Mohan Marette	Respond to of 176387

One such profitable market- CHINA PC Sales up 60%,famalies reaching for PCs. Rich: This might partially shed some light into one such 'profitable' market that Dell is ready to tackle and is tacking as we speak.Thanks for your input. '..... If they have their share of visionaries on staff, they will find "profitable" markets in which to grow... and not necessarily limited to Computers...' ============================ Tuesday February 9 1999 Mainland PC sales leap 60pc Sales of personal computers for home users in the mainland grew more than 60 per cent last year compared with 1997, with more than 1.2 million units sold, according to market researcher Advanced Forecasting-HuiCong (AFHC). Opportunities for foreign firms were increasing, according to a Newsbytes report. Branded PCs are replacing "no-name" models that were popular among mainland home consumers two years ago, a trend that seemed to indicate price no longer was the primary consideration. Many consumers would delay purchases in hopes of getting a more powerful system for less money - a trend that had placed constraints on the market - but the mainland market was wide open for international PC vendors, AFHC said. ========================== Friday, February 12, 1999 Chinese families reaching for PCs According to a new study, more than a quarter of Chinese families able to afford it now make a home PC their top spending priority for the coming year. Market researcher Advanced Forecasting-HuiCong (AFHC), lists the home PC market as the fastest growing segment in China's high technology market. Patrick Driscoll, AFHC vice president, said the figures represent "a significant shift" away from more traditional consumer products such as washing machines, clothes dryers, and TV sets. "Home PC sales now represent 30 per cent of all PC sales in China, so they've also surpassed the business market. This reflects a tremendous shift in that part of the market as well." Less than two per cent of Chinese households have a computer at present, said the firm. Peng Fu, chief analyst observed that US$1,000 (HK$7,749) is "big money for most Chinese families." Since credit cards are not widely used in China, consumers plan major purchases like a computer up to a year in advance. Driscoll noted that the interest in teaching children to understand and use a PC was consistent with a Chinese Government policy of encouraging growth of the domestic IT industry in technical and design areas, not just in low-cost manufacturing. (source:scmp/virtualchina)

To: WeisbrichA who wrote (101898)	2/17/1999 2:06:00 PM
From: Chuzzlewit	Read Replies (2) \| Respond to of 176387

Rich, would you care to expand on this thought? Application of an Internet Direct Sale Model can, IMO, become a core competency in itself. Last summer several of us were hypothesizing where Dell might go in the future. Clearly, hypergrowth cannot be maintained indefinitely when you have substantial market share (as does Dell) and the total market is expected to increase at 15 - 17% rate for the future. As I see it, the core competencies that Dell has consist not only of sales and distribution, but assembly and superb inventory management. Michelle, in an absolute flash of genius (I'm serious Michelle -- that was a brilliant insight) noted that Dell would do especially well in dealing with goods that were commodities. So, I'm wondering if you or any other members of the thread have thoughts along these lines. TTFN, CTC