Dell has a very tough road ahead. The company faces an extended period of uncertainty and transition that will not be good for its customers.
With a significant debt load, Dell's ability to invest in new products and services will be extremely limited. Leveraged buyouts tend to leave existing customers and innovation at the curb. We believe Dell's customers will now be eager to explore alternatives, and HP plans to take full advantage of that opportunity.The more I talk with founders and CEOs of new and old startups, the more I realize what an awful state most of blue-chip tech is in.
That's not a dig at Dell. That's a lame admission by HP that it's got nothing. That it hasn't done its job well. If things are so awful at Dell -- and they are -- why does HP have to release a statement that essentially says, Oh, by the way, we're here!. Aren't the company's 300,000 employees doing a good enough job getting the word out? Pitiful. This whole thing -- Dell, Microsoft, HP. Just pitiful. Follow @rocco_thestreet -- Written by Rocco Pendola in Santa Monica, Calif.