The recent burst of bad news from the once all-conquering Dell -- disappointing earnings, executive departures, customer service problems, battery recalls, MP3 market withdrawal, SEC inquiries -- calls to mind the huge cyclical swings that have always characterized the global PC business and the historical inability of even the strongest vendors to adjust. Each decade has had its own version of this pattern and its own winners and losers. Is history now repeating itself with Dell?
Stories by David Moschella
MUCH has been written about the recent postponement (and possible demise) of Comdex. A few years ago, the same forces that built what became the biggest conference in any industry -- critical mass, celebrity glitz and momentum -- all shifted into reverse, with predictable, familiar and cumulative effects.
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