re: Dell Buyout: Good News For SMB Customers?
After the shareholder vote, Michael Dell talked about delivering new
technologies (big data, cloud, etc) at low cost, just like the company used to do
with PCs. I take this to mean it will focus on bringing SMBs the kind
of products that IBM and HP are bringing to bigger customers; that is, Dell will work from the middle out, just as it has been doing for a while.
The midmarket has the most customers, but as Kevin alluded in the article, there's a problem: Dell will have trouble selling SMBs on some of this stuff, and Dell will be stuck with really low margins (if not losses) from many of its businesses. If Michael Dell has been waiting for the last year to break free from Wall Street, then perhaps he has a plan ready to go. Even with the PC market unraveling, the company has done a lot to redefine its portfolio, and I don't see why Michael Dell would invest so much of his own money if he didn't have an even more dramatic transformation envisioned. But Dell's recent quarterly reports also speak for themselves. Dell will have to convince some skeptics, as several of the comments in this thread demonstrate.