Pj568

Dell Aims to Cut $4 Billion in Expenses by 2011

Also a critical issue is their need to fix the balance sheet. Unless they decrease leverage from 6x and build working capital, they'll be less able to compete for future growth. Significant buybacks has put their leverage factor only slightly below GE's.

Dell: Absurdly Cheap

Sorry, leverage is 10 not 9. They might have to use that 3.78 money in the bank to pay the 5.60 of accounts payable. (both are per share numbers)

Dell: Absurdly Cheap

Leverage of 9 to 1 might be a concern.

If Only Dell Had Listened to the Numbers

How about profits instead of revenues. Sun averaged 12B in sales with losses around 200M per year since 2004. Difficult to see how spending 15B for these results would have had a positive effect.