Tag Archives: dell

Strubel Investment Management’s Open Letter to Dell Board of Directors

Strubel Investment Management, LLC 1853 William Penn Way Suite 1 Lancaster, PA 17601 February 13, 2013 Board of Directors Dell Inc. One Dell Way Round Rock, TX 78682 Attention:  Lawrence P. Tu, Senior Vice President, General Counsel, and Secretary   Dear Board of Directors: Strubel Investment Management, LLC,  is a shareholder of Dell Inc. (or [...]

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Dell: Declining Consumer Segment Obscures Excellent Services Business

About Dell When you mention the company Dell, most people picture a manufacturer (assembler is probably a better term) of PCs targeted mostly at retail consumers. Indeed, many people have probably bought a PC from Dell at some point. That picture, however, really isn’t what Dell does. Only 3.22% of Dell’s operating income comes from [...]

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