Echo To All

Waiting for Dell's iPod Moment

dell will never have an iPod moment. It is not in their culture. They need to clearly define the computers for corporate and consumer.

boring and cheap = corporate (HP is eating their lunch)
exciting and inexpensive = consumer (apple is eating everyone's lunch... also exciting means a lot. dell has to actually work and make programs work easer, faster and better. people should want to own a dell... but they do not know how to make that happen.)

i'll just stop there and not even go into other aspects of their biz.

but an iPod moment for a company that is not culturally set up for an iPod moment... will never happen until that culture changes.

Why Isn't Dell Bidding for Palm?

MOT needs palm the most. more so for the business clients. MOT is really the only other player in the position to go after RIMM and their biz clients, and can better utilize palm's client base. (iphone will not be in the corporate space, not yet anyway)

dell will just mess it up, as they did computers and handhelds. I don't see why private equity will enter this space. Too much innovation is required due to a very very short life span of a product. The most important aspect of PALM was the talent within its founder(s), but they are too busy with Numetra now.