re: Dell Goes Private: What's Next?
I'm not sure I see it as you do SMP. I think that Dell has made some fairly strategic moves, investing in a more diverse set of capabilities with IT in mind, especially at the SMB (small-to-medium business) level. Time will tell if those were smart decisions, but Dell would have been cooked if they had stood still, and arguably they've had some modest success in areas like storage and networking. I don't think the investment community appreciated these moves, and I think having to gauge and manage investor reaction can be a distraction, especially with so many new moving pieces, and complex new areas to conquer. Mind you, I'm not predicting success or failure, just suggesting that customer focus, rather than investor focus, will likely help fuel the success side of that equation.