Gary, No, they are just very adept at setting up straw dogs to knock down with half lies and getting the public to believe them. Actually, given the price share, it looks like even some of the dumbest analysts are learning how to interpret Dellspeak. 1. Comfortable on large co. sales. Read, small to mid-sized co. sales suck.
2. Takeover from IBM. Read, please, you are the only ones dumb enough and rich enough to bail us out.
3. Ties on services to IBM. They are trying to make a transition from the era of pc growth to services. They will probably fail, but they will certainly hit the wall several times even if they eventually succeed.
4. Sequential quarterly growth. They were predicting low single digit growth this quarter and next, so, instead of addressing that disaster, they are pretending that the analysts were predicting no growth. Silly, but this type of scam has worked for them in the past.
5. Industry demand strong and healthy. That's just a lie. Of course, if they can make their own definition of healthy and strong, and dummies buy it, then it isn't a lie. It's a misdirect.
All in all, one of the least impressive Dell tout-a-thons in years.
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