Saturday, May 13, 2006
Dell's World Isn't What It Used to Be - New York Times
Dell's World Isn't What It Used to Be - New York Times: "Despite its changing circumstances, Dell is hardly down and out. It still holds an operating profit margin advantage over Hewlett of at least 5 percent, Mr. Gardner calculated, though that has shrunk from 20 percent at the beginning of the decade. Other analysts, like A. M. Sacconaghi Jr. of Sanford C. Bernstein & Company, say Hewlett will not try to match Dell's price cuts because Mr. Hurd is not ready to sacrifice profit for revenue unless the company starts losing significant market share."