HP leaves Dell with an EDS-shaped hole | Channel Register
Where would Dell go for next step?
Among all enterprise IT vendors, Dell is the only vendor whom does not possess its own IT consulting arm. Honestly, that indeed may make Dell to stand in an unfavorable position.
On the consumer side, even Apple has surpassed Dell in PC sales. Standing under the shadow of IT giants like IBM and HP, Dell's line of PC Servers is going to suffer even fiercer competition. In age of consolidation, those whom don't buy get bought. But as always, it is easier said than done.
Dell might as well as learn from lessons of BEA, my former employer. BEA focused on its strength-middleware-and tried to be the sole significant independent enterprise software provider standing, and we know how it went.
People like Carl Ichan is always watching for suitable target. Who know which company is next after the market has digested Microsfot-Yahoo! takeover?
Sunday, May 25, 2008
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