The Long Case for Dell: Shares Currently Trading 35% Below Fair Value
,----[ Quote ]
| Dell is no longer the growth story it was a decade ago, and the PC market
| has grown increasingly commoditized and competitive. For the first
| time, the firm's PC unit shipments (i.e. the number of computers
| sold) have been growing at roughly the same pace as the overall
| industry (rather than exceeding it).
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http://biz.yahoo.com/seekingalpha/070122/24660_id.html?.v=1
Microsoft shares fall amid threat of another large-scale antitrust lawsuit,
for hiding many APIs from competitors.
Related:
Dell's secret Linux fling
,----[ Quote ]
| It later emerged that Microsoft's OEM enforcer Joachim Kempin had
| promised Steve Ballmer that he'd be putting the screws on PC
| builders, or "hitting the OEMs harder" in his words.
`----
http://www.theregister.co.uk/2007/01/09/dell_linux_china/
Microsoft 'killed Dell Linux' - States
,----[ Quote ]
| "I'm thinking of hitting the OEMs harder than in the past with anti-Linux.
| ... they should do a delicate dance," Kempin wrote to Ballmer, in what is
| sure to be a memorable addition to the phrases ("knife the baby", "cut off
| the air supply") with which Microsoft enriched the English language in the
| first trial. Unlike those two, this is not contested.
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http://www.theregister.co.uk/2002/03/19/microsoft_killed_dell_linux_states/
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