I don't see anything that's unhealthy with Dell's strategy, ... The problem with the consumer business is the margin issue. Profits can be a whole lot tighter than with the corporate business.
More Quotes from Knox Fuqua:
IBM just doesn't give me the performance I'm looking for in tech,Knox Fuqua
This is just another sign that the economy is stronger than people expect. It's great news for bigger technology companies like Dell.
Knox Fuqua
How much did EA have to spend to get these contracts If you're giving away the farm to make this work, it's not worth it.
Knox Fuqua
Microsoft has to do something to start growing again and I think the only way to do that is to buy companies. It's still a great company but it's stuck in the sand.
Knox Fuqua
What is the economy doing That's the biggest question on everybody's mind. If the economy gets going than inventory will take care of itself quickly.
Knox Fuqua
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