Longtime Dell employee. Curious if the company is being acquired or merging soon. Something is definitely going on. Being asked to increase margins at all costs. Unattainable performance metrics being handed out. Leadership showing signs of concern. The quiet layoffs happening with RTO. Finally, the signs of Michael retiring soon and steadily selling off his stock. Who will acquire or merge with Dell?
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LOL! Some REALLY slow people work for the company.
this made no sense
Be honest...EMC...storage commodity or else all the other guys would have taken share. So storage is treated that way just higher margin.
Currently NAND pricing is increasing due to drop in Production (read OPEC stuff)
Dell is probably trying to shrink headcount wise. At the end of the day Client/Compute/Storage drive topline revenue and per unit margin is the reverse typically. But a missing point is peripherals Monitors etc are at like 30-40 margin like storage. Imagine that....client sells at 10% and drives a bunch more and is like 3-5X storage revenue so it is all the same.
We are in 2024 so we have to assume it is 2024 not 2004.
Dell may acquire Nutanix (there is a lot of value for DELL here)
Dell may be acquired by NVIDIA (yes, there is a lot of value for Nvdidia here)
Nobody would buy Dell for some of the reasons already stated, but that doesn't mean more business units wouldn't be sold off. At this rate with the PowerFlex push I wouldn't be surprised if anything from EMC that's left won't be sold off except for any HCI solutions.
5k max offer.
Who would want to buy this POS?
I don't see Dell being acquired. There really isn't an advantage to anyone to do so - we're still heavily laden in debt, its a commodity hardware business despite all of the attempts to pretend we do something with AI. Who would buy us? NVIDIA doesn't need us to move GPUs, not a lot of advantage to vertical integration there. IBM divested their hardware businesses years ago. Microsoft already has a consumer hardware division, buying CSG doesn't help them with anything, and they would rather sell more Azure than get into enterprise hardware.
Of course his planning to sell it off. Wake up people.
@vg doubtful Musk is interested at all. Other options available to him.
There is something going down, possibly
1: Merger (doubtful)
2: Split of ISG and CSG completely (possible)
3: Services sold off or new independent business separate to Dell (likely)
4: Jeff gets a package a leaves (HOPEFULLY!!)
last time they put someone else at the top it didn't turn out well
Nvidia
Dell is a hardware commodity supplier. They have no software that really does anything anymore. They sold off all of EMC's value. Just go buy what you need off of the CDW website's.
Feels that way. We are stalled for sure. Holding on decisions and inflating our stock.
Dell is a nice synergy with his current company and end to end synergy. He'll capture your concenciousness with Neuralink, beam it up to Mars using Starlink, host it on a Dell storage array that is kept deep in the Mars core he used the Boring company to drill. So his goal of humans being on Mars is realized.