Dell Analyst's Meeting - Pi-ti-ful.

We have to admit that we certainly didn’t expect the reaction that we received to our view on the Dell meeting two weeks ago. The real deluge began AFTER we took the piece down for some editing.

The piece appears to have hit a real nerve with people who know Dell extremely well – former employees. Almost everyone who sent comments indicated that our views were incredibly accurate.

If you saw the piece, and have a comment, let us know your view. We are doing some more evaluation on the company, and we may re-post the piece (with the edits ) in the next week or so.

We are neither long nor short the shares of Dell.