Kevin Rollins and Dell Strategy

Kevin Rollins has been a superstar at Dell, but can he keep up the winning pace? The most interesting part of the interview is when he is asked about HP.

What's your recipe for HP success?I don't know that there is a recipe that can turn it around. I wouldn't go there first off. I wouldn't go run that one. I look at the standpoint of profitability–I don't care about how much cost they took out; I don't care about how well they integrated. What was making money beforehand is what makes money now, and the same businesses that were struggling before the integration are still struggling. So I ask: What has changed?

Very good point.