Dell has provided more details of its reinvigorated software strategy on Thursday, coming in the wake of its $2.4bn acquisition of Quest Software. "This is a very interesting time to be thinking about going into the software business. There's more disruptive stuff going on than I can ever remember," said John Swainson, president …
Follow the leader
HP and Dell are both scrambling to try to catch up with IBM.
Re: Follow the leader
Disagree. HP are trying to be Oracle and IBM simultainiously. HP doesn't seem to want a broad software portfolio; they just want to milk the ever living **** out of it at ridiculous margins, in single-quarter or less turnarounds.
Dell are doing something else altogether. Services are a part, but software is a much bigger part of the future (seemingly) than at HP, and I expect the hardware side to remain bigger than it is at IBM. I think Dell really are setting about making something new here; slightly different than anything that has really been tried before.
To be honest, the more I learn about their plans, the more respect I have for Dell. If they can execute even reasonably well, I think they’ll do fine. They have witnessed the commoditisation of their hardware business, and are branching out.
Good for them; it’s about time.
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