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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
User Rank
Supply Network Guru
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

Wale Bakare
User Rank
Supply Network Guru
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
User Rank
Supply Network Guru
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.

tech4people
User Rank
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.

 

Wale Bakare
User Rank
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!

Brian Fuller
User Rank
Blogger
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
User Rank
Supply Network Guru
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
User Rank
Supply Network Guru
Innovation and Re-strategizing?
Wale Bakare   2/6/2013 6:52:20 AM
NO RATINGS

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?

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