from Breakingviews:

Tech services deals count on more with less

September 28, 2009

Xerox button

The U.S. computer services industry is back in favor, after a decade of struggling to cut costs and compete with offshore firms from India and elsewhere. At least that would be the obvious conclusion to draw from a recent string of multibillion-dollar deals.

from Commentaries:

Dell shows discipline in opting for Perot

September 21, 2009

-- Eric Auchard is a Reuters columnist. The opinions expressed are his own --
  
By Eric Auchard

from DealZone:

Is Dell overpaying for Perot?

September 21, 2009

With something like $10 billion in cash, Dell wouldn't seem to be stretching itself to buy Perot Systems. But the $3.9 billion it is offering represents a 67 percent premium, so Dell shareholders should probably ask themselves whether Perot's business is worth so much.

from Commentaries:

A brutal logic to Dell’s reinvention: Eric Auchard

July 22, 2009

-- Eric Auchard is a Reuters columnist. The opinions expressed are his own --

By Eric Auchard

Michael Dell in New DelhiLONDON, July 22 (Reuters) - Dell Inc needs to reinvent itself to cope with falling margins for key products and a spate of mergers which are rapidly reshaping the competitive scene.

from Summit Notebook:

Dell’s enterprise chief pooh-poohs netbooks

May 21, 2009

Netbooks: flavor of the month? Not according to Dell's Steven Schuckenbrock.

The PC giant's head of enterprise sales was quick to point out flaws in the stripped-down, no-frills mini-computers that have garnered rave reiews for their ultra-portability and anywhere-connectivity.