Dell Reorganization

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Wale Bakare
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Innovation and Re-strategizing?
Wale Bakare   2/6/2013 6:52:20 AM
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I can only foresee good for Dell if and only if the company's planning to reposition itself in markets with the way changes are happening in the industry. May be IPOs would do better, i think private would not make any difference. Your thoughts?

tech4people
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Re: Innovation and Re-strategizing?
tech4people   2/15/2013 3:23:58 PM
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Wale,

There seems to be some confusion here.

Dell is already public and is a listed company which trades on the NASDAQ everyday[Since 1984].

This Deal is about taking it Private.

I think this Deal will benefit Dell immensely as long as Michael Dell is part of the consortium that buys the company.

A Private Company does'nt have to face half the scrutiny(every singleday) that a Public company has to face.

Plus the associated costs of Listing fees,Talking and Convincing Analysts and Fund Managers,These costs can get prohibitive.

Plus the market is always impatient.A Private company can execute Long-term plans and Transformations much better away from the constant glare of the Media.

 

Go Dell Go!!

 

 

Regards

Ashish.

Wale Bakare
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Supply Network Guru
Re: Innovation and Re-strategizing?
Wale Bakare   2/15/2013 8:06:58 PM
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One thing certain to this PC assemble firm, it needs catalylistic market cracking to stay afloat in market or may be it prefers server PC market segment. Be mindfull that, smartphone and tablet markets have already hit top of roof by the mobile top guys. No space for any new desperados, i think.

Nevertheless, how would you compare let say Google's share price to Dell and price of Gold in world market?  Honestly, i would like Dell remains rather than going to few private hands. No matter what -  remember there's strenght in numbers, always!

tech4people
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Re: Innovation and Re-strategizing?
tech4people   2/16/2013 8:52:56 AM
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Wale,

As a I said in my post Below(in response to Brian),Dell is doing a lot of stuff that most people don't really know about just yet[Their Marketing Sucks].

You are still very confused about the Impact of Dell going private.

It does'nt mean they are no longer gonna stay in Business or they won't sell Hardware and Services.

What going Private means is that instead of having to deal with Thousands of Bosses[Shareholders];they will have to deal only with Four here.

Microsoft,Michael Dell,The PE Group which put in a lot of its own cash and the Banks which lend them loans to go Private.

 

Its so much easier to deal with these bosses[The first Three have a massive-massive vested interest in Seeing Dell succeeds and Succeeds bigtime] than staying a Publicly Listed Company.

Regards

Ashish.

Wale Bakare
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Re: Innovation and Re-strategizing?
Wale Bakare   2/16/2013 1:03:54 PM
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>>Dell is doing a lot of stuff that most people don't really know about just yet[Their Marketing Sucks].<<

@tech4people, thanks for letting us know about many things Dell is venturing into and be it new software or hardware, i'm waiting to see it though. Can you share with us any interesting things Dell is planning for?

As regards private vs public - well, may be different perspectives and understandings. Of course Dell not doing bad in PC markets, its brands are one of top grades in world markets, and perhaps its designs might be next  to Apple products. But would the consortium make Dell better in world markets?

 

tech4people
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Re: Innovation and Re-strategizing?
tech4people   2/16/2013 1:57:11 PM
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Wale,

I am extremely confident that the Consortium will do very well and ensure Dell goes from strength to Strength.

Most of the Interesting things that Dell is doing,I have shared in the Post to Brian  HERE

http://www.ebnonline.com/messages.asp?piddl_msgthreadid=262819&piddl_msgid=942290#msg_942290

Brian Fuller
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What will Dell become?
Brian Fuller   2/15/2013 7:38:04 PM
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So what do you think Dell will become as a private company. As you've pointed out, going private gives the company more room to maneuver in some ways. But it still has fundamental challenges it must confront. (See {doclink 259078}).

It's failed at tablets and phones. If you were Michael Dell, where would you steer the ship?

 

tech4people
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Supply Network Guru
Re: What will Dell become?
tech4people   2/16/2013 8:43:21 AM

Brian,

The right Strategy is more or less in place.

Make the Smooth and effective Transistion to Services from Hardware while at the sametime not Neglect the Primary Hardware Division.

Not convinced?

Stuff like this will definitely help you change your mind

http://www.secureworks.com/resources/articles/featured_articles/gartner-magic-quadrant--mssp-2012

http://www.secureworks.com/resources/articles/featured_articles/forresterwave_2012/

http://www.secureworks.com/cyber-threat-intelligence/CTU_intelligence/

http://www.secureworks.com/cyber-threat-intelligence/blog/

 

I was personally pleasantly surprised at the Security Portfolio that Dell has accumulated today.

Its Beyond phenomenal!!!

They just need to market the existing Portfolio better as Customers(especially Big Customers) no longer want the Hassle of handling all these issues In-House and would rather outsource it to someone with Much more experience in this Field.

At the sametime One can never Forget the Brand Value that Dell has in the PC space[Its very,Very High] so they should fight to retain marketshare (even if its a Shrinking market-WHich I am not very sure of just yet-Remember Gartner said Mobile Shipments fell too in 2012).

Eventually what is gonna happen(the way I see it) ,is that if Apple wants to compete with the Likes of Dell ,Samsung and Lenovo ;they are gonna have to cut Prices of their Heavily over-priced Products;Especially if more American carriers follow in the footsteps of T-Mobile and take steps to Eliminate Cellphone Subsidies for Carriers entirely!

Regards

Ashish.

 

Brian Fuller
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Re: What will Dell become?
Brian Fuller   2/17/2013 1:34:40 PM
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Ashish, this is great input and links... The thought occurs to me: There are some vague parallels between Dell and RIM (now Blackberry). Blackberry's strength has always been on the security side of things... that's probably a really strong (and survival) play for both companies. 

tech4people
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Re: What will Dell become?
tech4people   2/18/2013 5:12:39 AM
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Brian,

Honestly I am more Hopeful about dell than RIM.

I genuinely want both companies to succeed in the marketplace but Dell has more offerings(in very different markets) than RIM.

The Biggest Advantage that Dell have behind them is the Massive Financial backing of Microsoft.

It means a lot to have so much cash that you don't have to worry about taking risks even there is a significant possibility of Failure.

Regards

Ashish.

Wale Bakare
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PC vs Mobile Phone
Wale Bakare   2/18/2013 12:30:53 PM
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@tech4people, i think this may tend to re-initiate a discourse about PC/Laptop and mobile devices. Blackeberry has the most reliable security technology for mobile phone in the world, that's been a saving grace for the company despite its hard times. What do you think of consumers behaviour as regard security, encouraging?

tech4people
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Re: PC vs Mobile Phone
tech4people   2/18/2013 2:41:12 PM
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Wale,

As far Mobile Devices go today.Most Users don't care about Security.

As long as they can get their hands on the most Amazing Appps possible(and they should be free);they dont mind sharing any and every bit of data they have with the Provider of the App.

Sad but true.

Blackberry definitely has the best security but dont feel too many consumers care about Security in this space[Excluding Enterprises,which continue to purchase large numbers of Blackberries today].

 

Brian Fuller
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Re: PC vs Mobile Phone
Brian Fuller   2/18/2013 3:07:29 PM
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Ashish, you make a good point, but I think it's only for the moment. As hacking becomes the warfare of our era, I think mobile users will get very concerned and savvy about buying security along with their next cool device. 

(Of course I say that just after having my ATM card number lifted by a clerk, so perhaps I'm a little sensitive!)

;  )

 

Ariella
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Re: PC vs Mobile Phone
Ariella   2/18/2013 9:33:26 PM
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@Brian but did the clerk lift in from your device or directly, say if you used your debit card? My credit card company recently called me to ask about questionable charges. Two of them were completely unfamiliar to me. Though the charges had been blocked, the company cancelled that card and issued me a new one to use. I don't know if it bothers to trace where the card information was hacked.

tech4people
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Re: PC vs Mobile Phone
tech4people   2/19/2013 4:35:02 AM
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Brian,

If you give Consumers the Option of chosing either Convenience or Security they will ALWAYS Chose convenience.

Let me give you another example I am sure you must have noticed a lot of Retail/Ecommerce/Media Sites today giving you the option of Logging on to their Sites using your Facebook or Twitter Logins.

How Safe is that?

ITS AN EXTREMELY UNSAFE SECURITY PRACTICE.

(I am saying from my Experience as a Security Pro).

You must have heard of the Recent Hacking Attacks on Facebook and Twitter.

Though they may claim that no USer Data was stolen how can you be 100% sure?

Especially for a Listed Company like Facebook which is totally dependent on Government Aid to survive;What are the chances that they will tell you the truth and the Whole Truth?

Don't Believe me?

Read this

 

http://ctj.org/ctjreports/2013/02/facebooks_multi-billion_dollar_tax_break_executive-pay_tax_break_slashes_income_taxes_on_facebook--.php

 

Its beyond Shocking that the US Government is giving a company like Facebook a Tax Refund of USD 500 million this year!!!

If that tax loophole was'nt there and instead they were forced to Pay Taxes on Profits like other Private Businesses);they would have nothing left to pay Employees!!!

And now Facebook plans to charge Users for Promoting Feeds/Comments of Users!!!

Will you trust them with your Data?

I would'nt.

But most AMericans will.

The consequences will be dire.

 

Regards

Ashish.

 

Brian Fuller
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Blogger
Re: PC vs Mobile Phone
Brian Fuller   2/19/2013 1:16:32 PM
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Ashish, you're scaring me (but that's a good thing!). 

Good insights and thanks for the links. 

 

 

Mr. Roques
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Supply Network Guru
Re: What will Dell become?
Mr. Roques   2/17/2013 4:50:19 PM
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Well, what I think is happening is that customers are buyijg PCs but instead of updating it in a year, they will buy a Tablet and probably take 2 years or more to buy a new pc. Did Michael Dell buy Dell because the other stakeholders wouldnt allow them to make radical decisions?

tech4people
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Supply Network Guru
Re: What will Dell become?
tech4people   2/18/2013 4:53:13 AM
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Mr Roques,

I am not very sure about that-[I Don't really have much access to the Inner Workings of Dell].

What could however could be the issue is that he did not have enough technical freedom to design and Sell the kind of Products he wanted to sell in the Market.

That can happen;after he was not a Majority Shareholder in the Company himself.

Also,one can never forget the impact of having to deal with Stock Markets on a day to day basis-It can be nerve-wracking to say the least.

pocharle
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Re: What will Dell become?
pocharle   2/18/2013 11:03:34 PM
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I think he ultimately wants control. That's what drives true leadership.



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