Dell's recent improvements in its profits
show that rather than making money from its restructuring it is making cash back
thanks to falling component costs.
According to ZDNet, Apple got a huge bump
on cheap component prices. It pocketed most of the gain as well and got away
with it.
Dell, is being looked at a little more
closely because component prices are expected to rise again and cause the PC
maker a few headaches.
It seems that the outfit knows this is
happening and is saving all its cash for a rainy day. It could however be
reducing the price of its products to stimulate demand. Many analysts said the
saving for problems later is not really that sensible for
Dell.
More here.