In taking Dell private, we plan to go back to our roots, focusing on the entrepreneurial spirit that made Dell one of the fastest-growing and most successful companies in history.
Sentiment: POSITIVE
Dell's a company that has changed the IT landscape in making PCs and servers more affordable. There's enormous opportunities to make IT more accessible to tens of millions of companies, kind of democratizing the ability for companies to gain access to IT.
The customer reaction to Dell going private has been a lot more positive than I would have ever imagined. Customers see it as - 'You don't have to be distracted. Now you can totally focus on your business.' So they see it as a positive.
It's through curiosity and looking at opportunities in new ways that we've always mapped our path at Dell. There's always an opportunity to make a difference.
I had Dell for four and a half years, and its sales are still phenomenal, but their operating margins started to contract, so I sold it in early 1999. There's nothing wrong with Dell! It's a fine company. It's just the business risk they took.
If you think about the history of the PC industry, the PC industry has essentially been nothing but acquisitions by one company or another. Dell is the outlier. Dell built its own culture. They automated themselves to be the most efficient manufacturer.
The founder of Dell found ways of delivering Hewlett Packard's most profitable products for much lower prices but forgot to deliver their quality so within a few years had fallen behind again. Ideas need constant renewal. A great idea will never be perfect and will never work perfectly in all markets and all seasons.
Microsoft's an important partner for Dell, an important company in the industry.
Dell will participate in tablets and all sorts of client devices. Our main business is helping our customers secure, protect their data and access it from any device they want to.
Two to three years down the road, other companies not on a model like Dell's will be in trouble.
We who work in technology have nurtured an especially rare gift: the opportunity to effect change at an unprecedented scale and rate. Technology, community, and capitalism combine to make Silicon Valley the potential epicenter of vast positive change.
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