re: It's A New Dell
Michael Dell is talking out of both sides of his mouth. He wants to drive "customer outcomes" and work on business solutions, yet he is belittling IBM's "Smarter Planet" initiative, which Dell apparently doesn't realize are industry "business outcome" solutions, and thinks companies want to focus on "basic computing." He wants to work on "Big Data" (never mind that Dell has no ECM software, analytics software, or even infrastructure optimized to the task), but he is focused on growing the commodity PC market and maybe smartphones and tablets, not sure.
Net: Dell is going to try to be great at everything. It sounds like a company trying to find its way. They want to be IBM... and Oracle... and Apple... and still beat HP and Lenovo on the commodity side.