What is Dell trying to hide?
Way back in 2001, I worked for a company helmed by a former Bain consultant who advised Dell how to stop hemorrhaging money and increase stock share value. His solution worked and involved no restructuring, no change in operations or products. Curiously, it did not involve increased profit margins on products sold. He simply directed them to change the way they declared income while keeping within SEC regulations. In other words, it was an accounting trick, the idea being that a market higher valuation enabled the company to access more capital. It worked well enough to let Mickey D take the company private again. I guess they still haven't worked out those fundamental operations flaws.