You’ll Be Happy to Know

In The Hutong,
Prior to Sunset on Friday

While I am professionally constrained from making any form of comment about the departure of Carly Fiorina from H-P, I will say that I had a good laugh at this Dow Jones piece quoting Kevin Rollins suggesting that there was “probably” an opportunity for Dell in the H-P turmoil.

In other words, we can’t really see one, but now that you mention it, we’ll do all we can to sow fear, uncertainty, and doubt in the marketplace, and thanks for your help.

Not that it will make any difference here. As far as consumers are concerned in China, Dell is in headlong retreat, regardless of their worldwide market share numbers. And consumer sentiment tends to be pretty catching in these parts.