Friday, June 01, 2007

Dell Printers?

It's hard to believe that just a couple of years ago, the printer industry was focused on the question of how long it would take Dell to transform this business, as they aimed their seemingly unstoppable supply-chain-and-marketing machine on printers, after flattening their PC competition.

Well, things, obviously, have changed! Dell announced their quarterly earnings yesterday, with revenues and earnings "beating the street" even though to the casual observer revenue and earnings growth of less than +/- 1% doesn't seem that great! Add in the 8000-employee layoff, and the stock is spiking up to over $28 in pre-market trading this morning, which is above its 52-week high.

But??? No mention of printers in any of the announcements...

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