INTC的ER好，DELL却出了预警，说明什么问题？

polopolo

我想是这样:DELL是面对消费者,INTC是面对厂商.DELL的困境表明消费者仍在捂紧口袋.INTC的好消息是说厂商开始订货了.前段时间厂商努力消化库存,减少了从INTC的订货.现在库存消化的差不多了.所以这两条消息是说库存 ...
ByStander 发表于 2009-7-15 10:11

Dell has tons of problems even without this recession. Their business model is broken (take a loss on sale, increase market share, get money back from Intel, no high end product/service to save on R&D). One should be looking at HP and Apple for more clues. In a few years, Dell may go the way of Gateway.