3PAR Overbidding Is a Sign of Cookie Cutter Dell Strategy

One of the things that was so thrilling about Dell’s early business strategy was how clear and simple it was.  Dell built high-quality but essentially commodity computers faster and cheaper than anyone else and developed superior supply chain and order taking processes that took years and years for competitors to even approximate.  Looking at Dell and HP’s bidding for 3PAR recently, I think M&A run amok like this usually means the companies involved don’t have a lot of other strategy ideas to execute.  It’s a shame to see Dell trying to buy growth now in contrast to their early strategic clarity. Continue reading 3PAR Overbidding Is a Sign of Cookie Cutter Dell Strategy