« ON APPLE'S INADEQUATE DOTMAC (Part III) | Main | ON WINDOWS AND MACS LAUNCHING WITH SOUND »

Thursday, August 24, 2006

Comments

RichardatDELL

Hi there, Michael. Thanks for drawing attention to this article. It certainly brings some balance to the debate going on and to the market's reaction.

Worth noting that while we facing some business challenges, we are focused and re-investing to build our business for the future. Dell's often at its best when "coming from behind" and our leadership team has seen us through other equally significant challenges.

Interesting that while we buiild for the future, others are not reinvesting in their buisness. In fact, some balance sheets are benefiting from more-ongoing write-offs and other business transactions. Yet Dell, for example, has invested over $150 million on improving and re-establishing the direct model's advantaged position in delivering superior customer experience. We are already seeing a turnaround.

That one-to-one connection has been our competitive advantage and will cocntinue to be.

Even in some challenging times, Dell is holding its own or adding to our leadership in most segments, and that is off of large advantaged bases. We have gained the Number 2 position in Asia this past quarter, displacing HP.

Thanks again for the post and your perspective on the market reaction these days.

The comments to this entry are closed.

Twitter Updates

    follow me on Twitter

    Enter your email address:

    Delivered by FeedBurner

    Recent Readers


    Some of the Blogs I Like

    May 2021

    Sun Mon Tue Wed Thu Fri Sat
                1
    2 3 4 5 6 7 8
    9 10 11 12 13 14 15
    16 17 18 19 20 21 22
    23 24 25 26 27 28 29
    30 31