May 23rd, 2006
Other Takes on DELL
We saw a couple of takes on DELL recently that we felt were worth pointing out to our readers. First, Eddy Elfenbein has a deconstruction of DELL’s sales, margins and earnings.
Also, Paul Kedrosky’s Infectious Greed found a gem from DELL’s CEO in a recent Bloomberg TV interview:
We don’t provide any forecasts, so it won’t be too difficult for us to hit them.
Like we said before, no more excuses.
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