Opinion: Dell remains upbeat despite a declining stock price, but nagging questions remain.The days of "gotta get a Dell" seem long gone. Since the Dell Dude left the scene a few years ago, things have not been quite as exciting. The company is still growing revenue at a double-digit pace every quarterenough for most companiesbut when its the low double digits rather than the 25 percent growth of years past, people have started to wonder: Is Dell on the downside? Not so, Dell President and CEO Kevin Rollins told eWEEK editors in this weeks issue. Despite slowing growth, lower profits, service complaints, product recalls and layoffs in the past year, Rollins remains as upbeat and committed to the Dell Way as ever. He also is not worried about the companys declining stock price (down about 25 percent in 2005), figuring that Dell is still doing better than its competitors. "Weve made some stumbles in terms of our relationship with Wall Street," Rollins said in an interview, "but that really shouldnt have a whole lot to do with our customers."
He has a point, but with the direct model as Dells "religion," Rollins said, the nagging questions for 2006 remain: What is the strategy for growth in the ever-important enterprise? And how long can the company rely solely on Intel inside its computers while AMD is expanding its share with Hewlett-Packard and Sun? Throw in stiff competition from Toshiba and Lenovo, which tapped former Dell executive William Amelio as its new CEO in late December, and its clear that Dell will be facing some of its toughest battles this year.