Linked by Thom Holwerda on Tue 15th Jan 2013 01:24 UTC
"Dell, the personal-computer maker that lost almost a third of its value last year, is in buyout talks with private-equity firms, two people with knowledge of the matter said. The shares surged." So yeah, like I said - no wonder Microsoft has entered the hardware business. The PC OEM era is over.
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Member since:2007-07-23
I'm not an economist, but the idea seems to be that a company like Dell is an interesting target for private-equity firms, just because it offers a solid base (stable sales and stock valuation) in a declining market (which enhances the vulnerability of competing companies in this market). With enough fresh higher-risk capital it can be turned into (or even broken up into) one or more smaller parts that each can pursue a more aggressive expansion strategy with a higher valuation.
For a less mature company or in a stable or growing market the risks of such a disruptive strategy might not way up to the potential return on investment.
Member since:2009-05-23
Features
Linked by Thom Holwerda on 05/21/13 21:38 UTC
At an event earlier today, Microsoft unveiled the next Xbox - the third model, but confusingly named Xbox One. The big focus was TV, integrated Kinect, and all the other stuff we all expected to be forced down our throats. I think it took them 25 minutes to actually come to what should be the core of the story: gaming. Nothing groundbreaking in the gaming department, except for how Microsoft intends to handle the used games market and borrowing games from friends: pay up, buddy!
Linked by Thom Holwerda on 05/20/13 11:29 UTC
The day has finally come! Jolla has finally announced the launch device for its Sailfish operating system - and by god this is a looker. It's decidedly different from other phones out there, but it has good specifications and carries a relatively reasonably price tag - EUR 399, and it's up for pre-order today, shipping in the fourth quarter of this year.
Linked by Thom Holwerda on 05/18/13 21:33 UTC
Why does Google get so much credit in the technology industry? Why, despite the company's many obvious failings, do many geeks and enthusiasts still hold a somewhat positive view on the all-knowing technology giant? A specific talk at Google I/O this week provides the answer.
Linked by David Adams on 05/16/13 4:23 UTC
OSNews is a sponsor of this year's O'Reilly OSCON in Portland, Oregon, USA. A lucky OSNews reader will win a free three-day pass, including two tutorials days. To win the pass, post a comment on this story saying something about Open Source Software or OSCON. We'll pick a winner at random next week. If you don't have an OSNews account, you may email us your entry. Part of the conference is the 9th annual Open Source Awards, and today the 16th is the deadline for nominations. If you'd like to nominate an outstanding open source contributor, do it here. Read on for more information about OSCON. Update: The 20% discount code for OSNews readers is "OSN."
Linked by Thom Holwerda on 05/11/13 21:41 UTC
"Windows is indeed slower than other operating systems in many scenarios, and the gap is worsening." That's one way to start an insider explanation of why Windows' performance isn't up to snuff. Written by someone who actually contributes code to the Windows NT kernel, the comment on Hacker News, later deleted but reposted with permission on Marc Bevand's blog, paints a very dreary picture of the state of Windows development. The root issue? Think of how Linux is developed, and you'll know the answer.
Linked by Thom Holwerda on 05/08/13 14:22 UTC
This is one of those news items that's fun to write, fun to read, fun to comment on, and where no one will be able to say anything unkind. It's all just one big ball of awesome fluffiness. TuneTracker, the BeOS radio automation software, has just released something very special: TuneTracker System 5, the first version designed entirely and specifically for Haiku. In fact, it actually includes Haiku in the software package. Better yet, TuneTracker also unveiled several system-in-a-box products - which have Haiku and TuneTracker pre-installed.
Linked by Thom Holwerda on 05/02/13 15:28 UTC
Exactly twenty years ago, a document was published that played a huge role in establishing the web as we know it today. Twenty years later, and this simple and straightforward document is proof of an irrefutable fact: while closed technologies can change markets, open technologies can change the world.
Linked by Thom Holwerda on 04/29/13 21:06 UTC
Oh multitasking. That staple of computing that got thrown out the window with many modern smartphones. We got some rudimentary thing in its place - but even as multitasking on phone and tablets improves, its user-visible side remains cumbersome. Windows 8 has a neat implementation, and now it's time Android follows in it footsteps.
Linked by Thom Holwerda on 04/24/13 22:24 UTC
They're here! Whether that excites you or not remains to be seen, but the Galaxy S4, which will most likely become the best selling Android smartphone of the year by a huge margin, has been reviewed by all the major sites, and there's lots of interesting conclusions in there - although I think most of you will get the gist.
Linked by Thom Holwerda on 04/18/13 11:21 UTC
Nokia has posted its quarterly results for the first quarter of 2013, and just like the quarters that came before, there's not a whole lot of good news in there. The rise in Lumia sales still can't even dream of making up for the sales drop in Symbian phones, and when broken down in versions, the sales figures for Windows Phone 8 Lumias in particular are very disappointing. In North America, Nokia is getting slaughtered.More Features »
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2011-08-30
It's really not like me to defend Dell of all companies, but I really don't get this.
I remember seeing a graph a few weeks ago in some other story about this topic, but I have no idea where I saw it. It showed that Dell's market cap had fallen by about a third, but sales were relatively flat. They were down by low single digits year over year.
I know sales aren't indicative of profit, but for a pretty mature company like Dell, I'd think if their sales are steady they should be good. So what gives? Are they suddenly mismanaging money? Is previous mismanagement suddenly being discovered? Or is this speculation?
Even though they may be projected to ship fewer boxes in the future, Dell gets a good chunk of cash from organizational support contracts. And afaik, those aren't really in danger.
Can anyone explain? I'm basing off of experience working with Dell about 5 years ago. Have things changed that much?