February 4, 2003
News Factor: Why Is Dell Up and Gateway Down?
My spin: Excellent question! But ouch that analysis hurt. In any case - News Factor's main contention that Gateway took on un-needed costs (retail stores) and had little presence in enterprise markets sounds just about right to me.
While Waitt wandered away from his business during the dot-com era, spending a year in semiretirement, Michael Dell stuck around, driving his company like no other to pursue cost cutting and cost savings. (full story)
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