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Tuesday, December 2, 2008
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What are the next moves

With merger between HP and EDS, now is the expectation on the movement of other giant of this sector, Dell Computer

After any years loosing for it's competitors, the market pressure to get back the market share may take Dell to an important movement on this market

Follow IBM and HP looks obvious, but not probable. The sevice Market may become expensive and by consultings as Tata or Accenture may not be feasible.

With merger with EDS, HP open the possibility to Dell foccus on Hardware.

The options could be:

Acer --> Put Dell immediatlly on first position in market share, with more than 25% of the market and reinforce the Dell's retail strategy.The synergy between Dell and Acer could be a good reason for this merger.

Sun --> Reinforce the Dell's posiction on corporate segment with the entrance on RISC server market and Operational System (Solaris), what turn Dell to an important competitor on this segment. The synergy between Solaris and Oracle could help to increase the sales on this market.

Apple --> The most bold movement that could happen and could generate benefits for both companies.Apple could increase your productive capability and take advantages of Dell's direct sales structure. Dell could improve your retail strategy and improve your design capability.

But, the greatest advantage is on Operational System Area. With Mac OS running on X86 plataform, a merger between Dell and Apple would open possibility to sell MacOS as operational system for PC's, what will put Apple against Microsoft on this market, raising a new competitor for windows.

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