Who will own Dell (NASDAQ: DELL)? Three parties are now in the running: (1) Michael Dell and Silver Lake Partners, (2) Blackstone Group and (3) Carl Icahn, a Dell special committee confirmed today. The anticipated Blackstone and Icahn offers may exceed an earlier proposal from Michael Dell and Silver Lake Partners, which valued the company at $13.65 per share.
Dell is working closely with Canonical (promoter of Ubuntu Linux) and Cloudera (a Hadoop advocate) to prepare its next-generation ARM servers for so-called “hyperscale” customer environments. Though not available for purchase yet, ARM-based servers from Dell and other PC makers sound promising.
Michael Dell is in New York this week for customer meetings amid Microsoft‘s big Windows 8 launch. Sure, Dell hopes to cash in on the new operating system across tablets, ultrabooks and PCs. But that’s only one Dell priority within a much grander strategy. Where is Michael taking the company next? The VAR Guy will pursue answers later today during a one-on-one interview with Mr. Dell.
Does Michael Dell work closely with channel partners? Consider these anecdotes: Last week, Dell (pictured, left) and Channel Chief Greg Davis (right) hosted about a dozen partners in San Jose, Calif. The week before, Davis and Dell had lunch with partners in New York City. So yes, Michael Dell is focused on channel partners.
Dell CEO Michael Dell, EMC CEO Joe Tucci and NetApp CEO Tom Georgens discussed Big Data opportunities and challenges during a VMworld CEO panel earlier this week. VMware CEO Paul Maritz and his successor Pat Gelsinger also offered their two cents.
What are Michael Dell’s expectations for Windows 8 PCs, ultrabooks and tablets? And can Dell (NASDAQ: DELL) differentiate from Microsoft Surface tablets? Dell’s CEO and CFO offered insights this evening during an earnings call with Wall Street analysts. Here’s the recap.
Even before it arrives, Windows 8 is impacting Dell’s business. Dell CFO and Senior VP Brian T.
Dell (NASDAQ: DELL), which built its storage business on acquisitions, has set up a $60 million fund to finance storage startups, planning to invest $3 million to $5 million per round to establish equity positions in as many as 10 of what it believes are “promising” young storage ventures.
Michael Dell, Dell chairman and chief executive, disclosed the Dell Fluid Data Storage Fund Tuesday at Fortun
Dell’s (NASDAQ: DELL) Q4 2013 earnings beat expectations but revenues and net income declined overall. Among the interesting twists: Dell’s earnings call and press release didn’t mention Windows 8 PC sales momentum at all, though the earnings call briefly mentioned some “touch” computing.
According to the recent report published by IDC this week, worldwide server market
revenues decreased 4.8 percent year-over-year in Q2 2012. This is the
third consecutive quarter of year-over-year revenue declines for the server market.
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