Dell is shrinking, not growing (they like to call it cutting costs). They don't talk about how they will improve their product, they talk about buying turnover, but they're borrowing the money to do it because they spent all their past profits and more buying back shares to keep prices high while insiders were exercising their option grants. Shareholders must think this is management BS: the shares are down 12% relative to the Nasdaq in the past 2 days.