As I mentioned in the update to my last Commvault post, I found some extra public financial data after I’d finished writing that post. It sheds some additional light on the company that helps to test what I wrote last time. Here’s the DuPont breakdown for financial years 2006 to… Read More
I’ve looked at Dell a couple of times already, once before Dell World 2012, and once after the go-private thing was announced. I went back and read over my previous stuff, so you probably should to, because I’ll be referring to it. Since we last looked at the company, Dell’s… Read More
Tech Field Day 9 is fast approaching, so I thought I’d do some prep work before I head over. In what is becoming a bit of a tradition for me, I thought I’d fire up my spreadsheets and do some analysis of the companies I can get data for, starting… Read More
I’ve had quite a few conversations about Dell going private since the announcement. Apparently quite a few people read my post about Dell’s strategy and finances, so I figured I should write some sort of update. The last paragraph seems somewhat prescient now, I suppose. By going private, Dell can… Read More
This is the uber-post I promised you, full of anablogger goodness: financials, strategy analysis, graphs, Oh My! Conclusion Starting at the end, hopefully to pique your interest as to how I arrived at my conclusion, here’s my summation of Dell: Dell is only just beginning the turnaround from a doomed,… Read More
I’m back from Dell World, and immediately plunged into work again after half a day to recover from jetlag. I’ve got a massive backlog of writing to get through, and had other paid commitments to attend to first. The blogs are coming, I promise. See also a statement made by… Read More
Get hold of a personal finance program of some sort. I use GNUcash, but it’s probably a bit industrial for the casual user who doesn’t know accounting. There are a bunch of online ones like mint.com. Get out all your bank statements for the last financial year. Enter them all… Read More
I recently heard through the grapevine that a large bank (I won’t tell you which one) is cancelling 25% of its IT projects. These projects all went through some sort of cost/benefit analysis. Business cases were written, and approved. The funding was granted. They’re being cancelled, often before they even… Read More
We’ve all seen the press releases. A vendor announces to the world that one of their customers achieved some kind of significant saving or productivity enhancement by using their products. It got me thinking. What if the improvement was due to random chance? What if the improvements were just some… Read More
“Well let’s see… the Model 7 is on special for $199, but we’re out of stock at the moment. We could order it in, but it won’t get here for 5 weeks. The Model 9 is $799, and yes, it has some extra features that you said you didn’t need,… Read More
