The last few days has seen market makers going nuts over rumors that Dell is in the process of being taken private. It’s all part of the Wall Street casino game. Despite the financial games, customers and suppliers should be relieved.
Like other PC hardware manufacturers, Dell’s core business has been squeezed as tablets and mobile devices have started to take center stage as the device of choice for many in business and consumers alike. As someone who uses a variety of device but who principally uses desktop machines you might be forgiven for wondering what the fuss is about. After all, if your day is spent writing ‘stuff,’ creating multi-media content, entering invoices, manipulating spreadsheets or other CPU intensive activities, then the desktop really is the best tool for the job. At least for the time being.
However, that cannot mask the secular trends with which Dell has been battling the last few years. If you look at the following analysis of sales from Dell’s latest reported revenue numbers (reading left to right from quarter to quarter):

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