Reply to post: That is normal

Dell/EMC year one has exceeded Michael Dell's expectations

Anonymous Coward
Anonymous Coward

That is normal

It is quite usual for a box shifter who has acquired a high tech venture to post initially good results.

Step 1. Box shifting is applied to high tech, building the product is streamlined, better margin, things happen.

Step 2. The box shifting margins starve the high tech portion of the necessary investment. The "inefficiencies" which allowed for competing engineering lines of inquiry into future products are eliminated resulting in a moribund linear roadmap which fails to track industry developments.

Step 3. The high tech portion is dead and the box shifter is looking for new acquisitions. Dell has done it again and again and again. Force10 anyone?

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