rude, Yes I saw that. No one is quite sure what he meant by that, not even Dell IR.
Maybe Vanderslice has some evidence that if you say "It's a war", the stock price moves up. In that case, Dell should find a Neutron bomb.
It is also possible, as Dell IR suggests, that Vanderslice was referring to the current pricing environment as "Bosnia", he wasn't saying that Dell created Bosnia nor that Dell was going to create another Bosnia.
Whatever he meant, since we're in Bosnia now, we should all go out and upgrade our PC and workstations with Dell?
In Asia MDell referred to Dell's current strategy as strong medicine for capturing marketshare; methodology.
Vanderslice now says the Dell environment is 'war'.
``We're pricing to capture footprint (market). Once we capture the footprints, we have pretty good evidence that we keep the account,'' Vanderslice said."
He should have expounded on this and let the media invent the term "Bosnia". Edamo refers to Dell as employing Hitler-like strategies, and Vanderslice says, 'What does he know, we're in Bosnia.'
This market needs a Moses.
Dell's not at war.
Well actually, we're not AT war, but we are IN a war, but not of our own making. Since we're in Bosnia, we're going to bomb the crap out of ALL the competition including your Mother Compaq. We have land mines for sale on the cheap.
Bosnia is not a good analogy.
Whatever you call it, Dell remains #1. Dell will remain number one as long as they continue to deploy their strategy for the benefit of the customer and shareholders. Michael stated that others needed no less than a 40% efficiency reduction just to survive. Those who do not like Dell, the company, still have a difficulty contradicting this statement.
Tomorrow CPQ will say it's not Bosnia, it's more like 'Afghanistan'.
It's a new way of endearing yourself to WallStreet...say you're at war and the stock buyers come running. In that case, Dell has been ar war for 18 years. |
