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

To: BBG who wrote (108074)	3/7/1999 8:12:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

Dell in China. BBG: 'Lemme' tell you why the impact of China on Dell is important. 1)Growth. China will have the fastest growing market in PCs in the coming years,soon to overtake Japan who did about 8 million units last year. This is even more so for Dell as China is projected to become Dell's fastest growing market as well. 2)Impact of $1 billion in projected revenue in 3 years. For Dell this means a staggering growth rate in the Chinese market. Current run rate for Dell is about $100 million annually,now $1 billion in 3 years is quite a jumb in relative growth rate from the current annual run rate. In case you haven't heard Dell has already signed a 99 year lease with the Chinese government on an adjacent plot of land for a second and much bigger plant,the constrution of which could start as soon as August of this year.In other words within in the next year and half to two years Dell should have 2 plants in China,the second one being much larger and more sophisticated than the current one. Yes sir I think China holds a very important position in Dell's future.I don't know this news will lift the stock Monday it should, if not it could only help the prospective newcomers (investors) who have the ability to see past one month or a quarter. and that my friend is my take on it.

To: BBG who wrote (108074)	3/8/1999 1:03:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 176387

<China> Here is why China may be very important for Dell's future. BBG: This according to Frost & Sullivan research outfit. ======================= Mountain View, California -- With a population of almost 1.3 billion, strong leadership and commitment to market reform, China is one of the fastest growing economies in the world. In fact, many analysts predict the next decade of growth will enable China to become the world's largest economy. This acceleration of growth has major countries seriously considering investing in China, if not already doing so, and has propelled demand for reliable information on numerous Chinese markets. To meet this overwhelming quest for information, Frost & Sullivan, an international marketing consulting and training company, recently opened an office in Beijing, China. Frost & Sullivan's Asia Research Director, Mr. Aroop Zutshi, explains "many of our clients, old and new, have expressed strong interest in the Chinese market and need help, support and guidance in making strategic business decisions to invest and grow their business".....