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Dell has limited strategic options in the consumer segment, especially the low-value products like notebooks.
FORBES: Dell Stock Plummets as Price Wars Intensify
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They come to that conclusion presumably because revenue from the sale of Sun hardware has declined since the acquisition, and they lock on to that opinion in spite of the fact that Oracle executives at the time of the deal said they were going to eliminate unprofitable hardware products, low-value hardware products, and no-future hardware products in spite of the inevitable revenue impacts.
FORBES: Why Oracle CEO Larry Ellison Is So Bullish on Sun Hardware
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But Asia has to diversify, because too many countries make the same things and China makes low value-added products cheaper.
FORBES: Magazine Article
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Despite weaker than expected panel demand due to the economic slowdown in Europe and low seasonality, Samsung's total TV panel shipments increased in the low 10-percent range on-year due to strong sales of high, value-added products such as panels for 3D TVs and LED TVs.
ENGADGET: Samsung's Q2 2012 earnings show $5.86 billion operating profit, that's a lot of Galaxy S IIIs
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This new gift card service is more about stored value, which is seemingly low-hanging fruit for Facebook compared to the work of actually shipping physical products.
FORBES: Facebook Connects Offline With New Branded Gift Card
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Not long ago, publishers decried low e-book prices as a scourge on their industry that cannibalized print sales and drove down the value of their products.
WSJ: Digital Prequels for Books Like 'Rogue' and 'Life's a Witch'