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No Mean Sum

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  • Dell's M&A: $10B In 5 Years, And Nothing To Show For It? [View article]
    It isn't clear to me that just because the share price has declined the acquisitions have been bad. This would imply that the market is near-perfect judge of value. Also, I would take issue with judging the "value" of the acquisitions by their contribution to revenue. Buying revenue is easy. Shouldn't we try to drill down and determine what acquisitions have done for margins instead?
    Dec 20 04:11 PM | 1 Like Like |Link to Comment
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