Standing Headline: “Dell looks beyond its PC business.” Dell has been doing that for, um, a decade? Two? Still, the 9/7 WSJ article on Dell highlighted a couple of facts worth noting.
1) Dell last year hired away IBM mergers and acquisitions exec Dave Johnson.
2) Even as actual PC sales have increased, the percentage of Dell’s revenue that comes from PC sales has declined every year since Michael Dell returned to the helm in 2007. Since the company acquired services firm Perot systems in 2009, you would expect that the services portion of revenue would increase. And the acquisition of Equallogic in 2007 means you’d expect the storage component of revenue to increase also.
Read more