Comments on: Welcome back, Michael Dell: It’s time to reclaim your name

By: alex

alex — Thu, 07 Feb 2013 02:44:47 +0000

A few points…1) he has about 8b bucks in msd, so the risk isnt huge. 2. A big part of this is the repatriation of offshore funds, not a turn-around. 3. Debt is so cheap right now, it makes sense to lever up. That being said, he misses a key element of tech businesses here. Too much debt and r&d will get ignored.

By: scottwilkins

scottwilkins — Wed, 06 Feb 2013 20:54:13 +0000

Yep, and Steve took Dell’s advice. He left it when it was a failing PC company. Only came back to make it a leading consumer products company instead. That is if you are going to compare Apples to apples….

By: scottwilkins

scottwilkins — Wed, 06 Feb 2013 20:52:27 +0000

I think this article was driven more by Ego that Mr. Dell is….

By: ricdesan

ricdesan — Wed, 06 Feb 2013 19:38:29 +0000

Om, I have to honestly say that this makes more sense than any other speculation I have seen on the topic. Thanks for the reminder about business being personal when you’re a founder. Whether success or failure there isnt any way to really be emotionally disconnected … unless you walk away.

By: Om Malik

Om Malik — Wed, 06 Feb 2013 19:01:23 +0000

Interesting comments – but I personally am witholding judgement up until Dell outlines his plan and how he wants to tackle the makeover. We (at GigaOM) feel that the answer is to replace some of that box-expertise with cloud-thinking. My colleague Derrick is pretty presctive in his post.

By: Bernard Lunn

Bernard Lunn — Wed, 06 Feb 2013 18:37:10 +0000

I seriously doubt that Michael Dell will allow that old PE game. Nor will Microsoft.

By: Bernard Lunn

Bernard Lunn — Wed, 06 Feb 2013 18:34:59 +0000

Apple did not have the best assets till they acquired NeXT. Learn some history. Not saying Dell can do what Jobs did but the analogy holds.

By: winstuff

winstuff — Wed, 06 Feb 2013 18:16:41 +0000

Dell had one very little idea. Make the cheapest computers in the world. Eventually other dumpster divers got the same idea. Jobs had one very big idea: Make the best computers for the rest of us. And Apple is still doing that. Today its computers are small, shiny, and superb … iPhones, iPads, iPods. Dell is more akin to Amazon, only Mr. Market got tired of Mr. Dell.

By: winstuff

winstuff — Wed, 06 Feb 2013 18:09:30 +0000

Founder flounders.

By: Jimbo

Jimbo — Wed, 06 Feb 2013 17:47:01 +0000

Dell is essentially a transportation logistics company masquerading as a computer company. Dell knows how to ship boxes efficiently, thats all. This is the reason they have never done any innovation, This is why they have no clue about mobile, cloud, smartphones, computing,…..