Dell Must Escape “Commodity Hell”
August 17th, 2011
Dell shares are getting hammered today. Founded by the brilliant Michael Dell, the company needs to escape what I call “commodity hell.” Read about it in RUSH, and in this essay for CNBC.com. Dell has done a heroic job boosting margins but ultimately needs innovation. Dude, why should I buy a Dell instead of an HP, Apple, Toshiba, Acer, iPhone — or a chalkboard and an abacus?