Why Dell is now at the top of my Watchlist!
In my view, Dell is exciting for two reasons: 1) the strategic shift towards the ISG business model and 2) the dynamics in the CSG segment.
Reading Time: 1 minute
Dell Technologies (NYSE: DELL) operates in the computer hardware industry and has successfully expanded into the market for AI infrastructure. The company's two main segments are the Infrastructure Solutions Group (ISG) and the Client Solutions Group (CSG). The ISG segment specializes in data center solutions and AI-optimized data storage servers, while the CSG segment includes branded PCs, laptops, notebooks, and desktops. Investors have remained cautious due to declining revenue growth in the CSG segment over the past two years. However, many...
Read this article now with a free account.
Your benefits:
- Every month, you can read 5 articles from the premium section for free.
- Monthly 2 trial issues of the Trader newspaper for free.
- Create a personal watchlist with an overview of news about your stock.
