Re: The New Dell
I get the same impression, Laurianne. In interviews, Dell execs often stand out because they seem sincere in their conviction that the company is placing the right bets. And I've also found that they have a pretty good sense of how their individual teams and efforts fit into a bigger picture.
Dell's morale says only so much about whether a company should buy from Dell, HP, Cisco or someone else, of course. Even if Dell's enterprise products are rounding into shape (and some of them are, such as the EMM product that will unite KACE and Wyse technologies), it's one thing for Dell to sell computers and servers, and another thing for them to sell end-to-end solutions that cohesively unite a range of disparate technologies. To succeed, Dell needs the right culture among not only corporate employees but also its sales teams and partners.The channel programs and tech partnerships they've forged so far are a promising start, but there are still a lot of pieces that need to fall into place.
But if you put stock in confidence, the Dell guys seem to have it. Michael Dell could do a lot of things at this point-- run for governor of Texas, etc. The fact that he's chosen to put a few billion of his own dollars into the company doesn't seem like an ego move. Sink or swim, it's hard to believe he doesn't have a plan.