tag:blogger.com,1999:blog-7294165939647321702.post8761401544932182687..comments2024-03-28T13:45:43.362-04:00Comments on <center><a href="http://www.barelkarsan.com">Barel Karsan - Value Investing</a></center>: Dell Looks CheapSaj Karsanhttp://www.blogger.com/profile/04493152766022812984noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-7294165939647321702.post-59079040824521059072011-03-24T21:56:34.898-04:002011-03-24T21:56:34.898-04:00Hi ThinQer,
I was talking about profits from the ...Hi ThinQer,<br /><br />I was talking about <i>profits</i> from the <i>consumer segment</i>. It looks like the article you cite is discussing <i>revenues</i> from PC sales to <i>all segments</i>.Saj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-87041067876213766622011-03-24T03:28:01.603-04:002011-03-24T03:28:01.603-04:00Hi, Saj,
Thanks for the analysis. I found a differ...Hi, Saj,<br />Thanks for the analysis. I found a different perspective about the revenue source. The following article indicate DELL still relies on PC sales. This is contradictory with your comments in your article. Could you respond? Thanks!<br /><br />http://www.marketwatch.com/story/dell-gets-nice-pop-but-mix-still-a-concern-2011-02-15?reflink=MW_news_stmpThinQerhttps://www.blogger.com/profile/10806114828418933262noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-92209243525798192612011-03-23T13:49:15.887-04:002011-03-23T13:49:15.887-04:00The guys at Longleaf are certainly bullish.
http:...The guys at Longleaf are certainly bullish.<br /><br />http://www.bloomberg.com/news/2011-03-01/mason-hawkins-swaps-dell-shares-for-options-to-add-leverage-to-longleaf.htmlPaulnoreply@blogger.com