RE: [newtech-1] Dell Nears Deal for Compellent

From: AlexC
Sent on: Friday, December 10, 2010 10:10 AM

Here is how I see Dell’s dilemma:

 

-          Dell had a good offering when we needed cheap laptops and desktops. But mobile phones and tablets have chewed into that. They are not losing sales. The market is adjusting.

-          They were never huge in the high end laptops so they bought Alienware. They took some revenue from that, but it wasn’t *their* market.

-          HP went through its hardships long before Dell so its reinvented its strategy and product lines – and they (HP) are doing well in the mid-range market. HP has always had distinctive products and their tie in to media worked out nicely as that is today’s real market for PCs. Dell never got a grip on this – I don’t think.

-          Data Centers – I don’t think so. More like Server Closets or IT Rooms. Dell is, and has never been the preferred vendor in the enterprise. Problem is, the smaller players have been the first to get virtualized and sucked up into a cloud. Read this again – if you are an SMB (Dell’s market segment) and have a server in your office  - you are *wasting* money and pain medication!!

 

So, what is there left for Dell?

 

Alex

 

 

From: [address removed] [mailto:[address removed]] On Behalf Of marco Giunta
Sent: Friday, December 10,[masked]:25 AM
To: [address removed]
Subject: Re: [newtech-1] Dell Nears Deal for Compellent

 

So it could be something else... How about if dell is fighting for its survival? 

 

Gartner says that pc sales will continue to drop in 2011... 

 

I believe that desktops/laptop as we know them at $500+ will drop to about $200 in to a VDI type of unit Like Acer Rivo... or Google Box, even perhaps $100, in the next 24 months. This is still 63% of Dell business.... 

 

How do they move in to a datacenter centric model in the next 12 months?

 

I know what many of you are thinking they already are in the DC! But they are the low margin player in the DC almost comoditized..

 

I dont think companies are buying Dell because of its innovations?

 

 

 

 

 


Thank you.....

 

Marco Giunta 


[masked]

 

"Don't let the person with the shovel tell you how many elephants to have in the parade"

 

On Dec 10, 2010, at 6:16 AM, Andy wrote:



Uhhhhhh ... or, it could be that they were a big thing until everyone else had adopted the same lean inventory model, driving their competitive advantage down ... or, it could be that they were a big thing until HP overtook them in the laptop market ... or it could be that they are still a huge force to be dealt with to anyone who bothers to pay attention beyond the basic consumer market, and anyone who doesn't find this interesting, or wonders where Dell gets cash, is probably a fool and/or a troll to begin with ...

 

--ab

 



On Thu, Dec 9, 2010 at 9:02 PM, Ron Zeligzon <[address removed]> wrote:


They used to be a big thing until "Dude You Getting A Dell" got busted for dope. 

 

On Thu, Dec 9, 2010 at 8:09 PM, Dean Collins <[address removed]> wrote:

Its Dell dude. Maybe you never saw the “Your getting a Dell dude” ads but they are kind of a big thing.

 

J

 

 

Cheers,

Dean

 

 


From: [address removed] [mailto:[address removed]] On Behalf Of marco Giunta


Sent: Thursday, December 09,[masked]:06 PM
To: [address removed]
Subject: [newtech-1] Dell Nears Deal for Compellent

 

 

Dell Nears Deal for Compellent: Dell said it is near a deal to buy data-storage provider Compellent Technolog... 

 

is this interesting to anyone? where is dell getting all this money from?


Thank you.....

 

Marco Giunta 


[masked]

 

"Don't let the person with the shovel tell you how many elephants to have in the parade"






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