Many people just have not realized that the world is changing. DELL is not longer what it used to be, and the new power of this world is shifting to internet generated technologies.
Just look at MSFT, LU, DELL, CPQ, INTC, and CSCO, these yesterday's darlings are becoming (with the exception to perhapes CSCO) the old of GM, GE.
I say this from my heart as my investment returns over the past three year come (90%) from the internet darlings like YHOO, AOL, CMGI, and now from B2B leaders of CMRC and ARTG.
DELL has been a great story, it's just sad to see it ending like this. |