There is no grand plan, this is just incompetence

Michael and Jeff aren’t executing some grand strategy to rescue the company or drive profits.

The reality is, they’re completely lost. Last year, Jeff told his team they were about to go all-in to push the stock to $200, no matter what it took.

When the price briefly hit $180 in May, their overconfidence skyrocketed, and they doubled down at a reckless pace.

Now, it’s all collapsing, and they have no real plan to stop the bleeding. AI margins didn’t bounce back as Jeff expected—costs keep climbing, resources are scarce after mass layoffs, and Trump's tariffs are only adding fuel to the fire.

In a last-ditch effort, they threw $10B into stock buybacks and bumped up the dividend, yet the stock still plunged nearly 10%.

This is a textbook case of disastrous leadership.

There is no strategy—just one bad call after another.

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If JC spent half as much time trying to figure a way to boost market share, revenue, and stock price as he puts in to finding just the right cool shirt to wear for interviews we’d all be better off.
Even Zuckerberg knows when to put on a suit these days.

JC is a t shirt wearing clown and in way over head. His long time friendship with MD has kept him in his position otherwise he’d have been booted long ago. The company started to lose its once great culture and go to he-l with Kevin Rollins 2 decades ago. It’s hard to believe but it was once a great place to work and a joy to go into the office. Now just another lumbering fossil. All the talk about Dell culture is from clowns that came on well after the culture died.

Anyone who has worked during an economic downturn has seen this.
Across the board cuts in headcount without considering a persons value. These are short sighted stunts that are meant to artificially boost a bottom line. Between the direct layoff over the past year or so and the soft layoff of the RTO - it’s history repeating itself.

(DoGE is making the same bonehead moves)

Legacy EMC people might remember the 5% salary cut of about 15 years ago. That was done to “save” jobs. They should have cut the unnecessary people instead.
Sorry for the rant

From the all-hands, great planning: “this year, the plan is to do the same thing we did last year”

Awesome way to react to a constantly evolving tech landscape.

Give it a rest. The company is strong and doing fine

“I have a plan Arthur”

So what you’re saying is that JC should be fired for incompetence and failed execution? I agree! He has single-handedly halved the market-cap of the company! If I was a substantially large shareholder I’d be walking him to the door….MD the ball is in your court.

You finally figured that out? It's been fake it and pretend to make it for over 5y now.

Covid gave them some good numbers. That was the highlight for MD and JC last 10y.

It took a worldwide pandemic to give them a bump in revenue. Let that sink in.

There is no plan. There was never a plan.

Thread regarding Dell Inc. layoffs

There is no grand plan, this is just incompetence

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