Dell Gets Ready for a Comeback - Barron's
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Dell has a unique offering for servers and laptops and server equipment such as LANs. They should reduce the variety on their consumer front i think and concentrate on high quality corporate offerings. Of course volume will decrease with the slowdown so they may want to reduce variety across the board.. Their servers are still high quality when you are looking at blade equipment. And they have a solid laptop line. I don't think HP has the quality they have.
No updates after the price was decimated? Interesting that Barricks did not try another takeover attempt, now they are satisfied with the joint ventures.
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This makes sense with a start of inflation as well.
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