Follow the leader
HP and Dell are both scrambling to try to catch up with IBM.
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, …
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.