Ed,
I don't want to be called a lier, but I have not seen Dell in conumers hand out of the United States! All I see is CPQ, CPQ, and CPQ! We see less and less IBM. The market in Western Europe is conquered by CPQ, TI, and HP.
Again, in I have not seen Dell in China and Taiwan either! Dell is a great company and it has made money for me personally, but it always remain, until now at least, localized to the United States and off course will be subject to the ups and downs of the US economy.
Kind regards,
Yaacov |