2 posts • joined 13 Jun 2013
Private is the only way out of the Wall St parade
I used to work for Dell and I've met the man himself. Going private is absolutely the only way out of the mess: he came back to the company to turn it found, and Wall Street hasn't given him the leeway to tAke a hit for 4-6 quarters whilst the necessary changes are made. He has definitely got the right idea, and just needs the freedom to crack on and deliver
Dell seems to have very little clue of what to do to capture a bigger slice of the cloud market than just some of the tin. They keep dithering, diving into something out of fear they'll be left behind, changing their minds when they realise it's too late and then repeating the cycle. Being the fast follower does NOT work in this market. I worked there for 3 years, and this just looks like more of the same.
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