SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Fundamental Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: NikhilJog who wrote (1935)7/19/2012 10:28:02 PM
From: E_K_S  Read Replies (1) of 4719
 
Is Dell a compelling enough value now that one may have to wait five years for the whole transition (to a software service company) to be achieved?

TECH | 7/19/2012

Dell Says It Will Take 5 Years to Build a Software Business 'At Scale'
Swainson, a former CEO of software provider CA Inc. who helped build IBM’s software business during a 26-year-career at Big Blue, said today it will take Dellfive years to get to that scale even as he acknowledged that “time is not our friend.”
I will hold my vote pending a more thorough analysis. As of now I am tempted to not vote for Dell as a candidate stock in the SI vs Buffet challenge.

EKS
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News