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Author Ron Sommer, in his article presented on Seeking Alpha, looks at the history of Dell (NASDAQ: DELL). Dell storage products are just one of Dell’s enterprise solutions products which also includes servers and networking products. Sommer discusses the growth of the company, it’s acquisitions, and stock values.
"Things are certainly different now for Dell and its remaining competitors. PCs became low margin commodities. Inside a box, there is little difference among the survivors. The chips and other components, themselves commodities, are ubiquitous. Now, only the nameplates differ. To survive, let alone prosper, Dell’s business model is changing. Several years ago, Dell started the shift by entering the enterprise market with servers and other data center solutions and services. The company is building out its offerings for services, servers and data management.”