Sepod

Dell a Potential Double - Analyst

If we get 20% unemployment, we'll have a lot more to worry about then DELL. There will be anarchy in the Streets.


On Apr 09 06:28 AM donzelion wrote:

> I'd go one step further in the "downside expectations" - say unemployment
> rises to 20% in the US (v. projections of 10%), say IT spending falls
> in the US from 5-10% (v. projections of 2.5 - 5%).
>
> Dell would go from profitable to unprofitable, and certainly suffer
> serious losses. Netbooks might obliterate margins from the notebook
> lines.
>
> The question in my mind is: does Dell have the management, financial,
> and other capabilities necessary to respond, survive, and thrive?
> Absolutely.