Stockman Scott, just an interesting theoretical question. Perhaps you know the answer to it.
I've read dozens of 10Q's and 10K's the past month, including reports issued by Gateway, CPQ, HWP, IBM, and Micron. Although the reports are generally dry reading, they all point in one fashion or another to a dubious future economic environment, a challenging foreign marketplace, pressure on margins, product availability challenges, difficult human resource issues, etc.
Have never seen in any report the equivalent of we're doing so poorly because we are getting slammed by a nameless competitor who is keeping us up at night....
Any idea why nobody says anything about getting creamed by DELL?
Best regards,
Mark A. Peterson |
