I need some clarity on a few things. We're working hard to modernize and cut spending across the board, including personnel and equipment. We talk about innovation and might make minor innovations in existing products. But how is this moving the company forward?
In the past, when we wanted to enter a new area and introduce new technology, we'd acquire a startup that fit our plans and build from there. However, this doesn't seem to be the current direction for Dell. So, what's the big plan?
I've heard rumors of spin-offs, but I don't think that's the strategy. Honestly, what is the future for Dell in terms of technology? Waiting for an AI PC refresh doesn't seem like a long-term plan. What is ISG planning to do next, aside from making additional modifications to existing products?