re: Dell Earnings Don't Tell Big Transformation Story
No one considers Dell a business "solutions" provider. People buy Dell for one reason and one reason only, cost. Technological innovation and an understanding of business requirements are not Dell's department.
There hasn't been much drama in the "transformation" because their acquisitions have all been really small companies that did not require any integration. I will say that they have done much better than HP with acquisitions, but that is a low bar. EqualLogic is a solid SMB iSCSI array. Force 10 is tiny, but they have good products. Dell should be targeting networking. Cisco is a massive target.