Chris, get with the programme
"... Dell is not, let's say, a true enterprise-class competitor to the others. .."
So we're talking about standards-based servers, virtualization and storage.
Dell is number 1 in USA, number 2 worldwide in standards based servers, number 1 seller of VMware and number 4 in storage. They have as much product in their range - or missing from it - as the rest of the crowd, which is why you see Cisco partnering with IBM, IBM OEM'ing storage from LSI, HP scrambling, etc.
In an increasingly virtualizing data centre, I think we know that this is relevant than whatever Cisco - current server market share 0% - is trying to cobble together with VMware, BMC and EMC. Most customers I speak with are interested to hear about stacks, but are disinterested in being locked into a stack that would require a major forklift to climb out of.
As for lack of big iron, how about you customers a big favour and discuss why big iron increasingly irrelevant now that Intel has launched Nehalem, which blows away P4, P5 and all but a couple of the P6 measurements, which Nehalem EX is due to crush.