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

From: Andy
Sent on: Saturday, December 11, 2010 4:58 AM
On what basis do you say that? Would you say the same thing if it were a Google acquisition? Google has a history of burying and/or ruining and/or ignoring acquisitions. Is there a particular corporation out there that you think would be better to be acquired by, in general, or for this industry/niche?

Why would they have to be hard up for cash? Almost everyone likes a profitable exit. Your'e not talking a lifestyle business when you're that size.

--ab



On Fri, Dec 10, 2010 at 9:21 PM, Mike <[address removed]> wrote:
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I know I'm late to the party but Dell is going to ruin a pretty good product line. Is Compellent that hard up for cash or has the market fallen that hard? This is sad.
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Mike Naj.��
----- Original Message -----
From: Andy
To: [address removed]
Sent: Friday, December 10,[masked]:28 AM
Subject: Re: [newtech-1] Dell Nears Deal for Compellent

When it comes to x86 servers, Dell ~= HP. And when it comes to the cloud, no one is currently a strong competitor in cloud/SaaS offerings for much of Dell's current typical enterprise client demographic. No one has really "figured it out yet" when it comes to cloud; Google has done a decent job in some regards, but their enterprise offerings are, to my knowledge, pretty limited to search, and government-grade data processing. IBM has made some strides, but they haven't captured the market. HP is just as immature here as Dell, if not even more so; though HP has had a SaaS/cloud-centric department or division for a lot longer than Dell, I've met a few of the 'old timers' who used to work in it ~15+ years ago.

Dell isn't the best, Dell isn't the worst. Dell fills a niche for low-to-mid enterprise, and that particular niche in the cloud is still a vacuum.

Interestingly, one of the stronger competitors here is probably VMWare, rather than someone like HP ... at least so far.

--ab



On Fri, Dec 10, 2010 at 10:13 AM, Jijoy <[address removed]> wrote:
I am a consumer..I bought think pad as my first laptop bought dell next to see how it is because every one was buying dell..and now again I am buying thinkpad..Dell is average..things work..thats it and the price is low..but the think pad..I dropped the laptop couple of times in floor that has no issues.. I can never think about me dropping my dell laptop.. That will be the end of it.. but to me who all will be dropping laptop to the floor like me.. for most people dell works and it is reliable....I feel that reflect in their products too..Not much crazy stuff..

On Fri, Dec 10, 2010 at 9:46 AM, Andy <[address removed]> wrote:
Dell recently bought Boomi. Dell has an Enterprise Steering Commission that telegraphs their acquisition intentions pretty well. Dell is plenty forward-looking, and making the right moves to get or stay competitive in the cloud arena.

--ab



On Fri, Dec 10, 2010 at 9:04 AM, Dean Collins <[address removed]> wrote:

Andy I agree.

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Isn���t Dell still like the 2nd or 3rd biggest PC retailer in the world? So they didn���t release the latest 99c app who cares, 20-25% of the corporate computer market gets changed out every year, that stuff has got to add up.

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Cheers,

Dean

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From: [address removed] [mailto:[address removed]] On Behalf Of Andy
Sent: Friday, December 10, 2010 6:16 AM


To: [address removed]
Subject: Re: [newtech-1] Dell Nears Deal for Compellent

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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 ...

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--ab

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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.��

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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.

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J

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Cheers,

Dean

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


Sent: Thursday, December 09, 2010 8:06 PM
To: [address removed]
Subject: [newtech-1] Dell Nears Deal for Compellent

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

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


Thank you.....

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Marco Giunta��


[masked] 4221

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






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