Deciphering the Battle for Dell

Before you go, we thought you'd like these...
Before you go close icon

The battle for Dell between founder Michael Dell and activist investor Carl Icahn is a multifaceted story. There is a general agreement that the future of the PC does not bode well for the company. The founder believes that the company needs to transition into becoming a high-level consulting firm like IBM, and that such a shift is better done behind the closed doors of a private company. Icahn sees value in the company's cloud computing investments and wants to see it unlocked for the benefit of shareholders.

In the video below, Fool contributor Doug Ehrman examines some of the forces that are causing Dell to change and how each side of the battle defines the company.

Five stocks enter, one stock leaves
It's incredible to think just how much of our digital and technological lives are almost entirely shaped and molded by just a handful of companies. Find out "Who Will Win the War Between the 5 Biggest Tech Stocks?" in The Motley Fool's latest free report, which details the knock-down, drag-out battle being waged by the five kings of tech. Click here to keep reading.

The article Deciphering the Battle for Dell originally appeared on

Fool contributor Doug Ehrman has no position in any stocks mentioned. The Motley Fool owns shares of International Business Machines and Microsoft. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

Copyright © 1995 - 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

Read Full Story

Sign up for Finance Report by AOL and get everything from business news to personal finance tips delivered directly to your inbox daily!

Subscribe to our other newsletters

Emails may offer personalized content or ads. Learn more. You may unsubscribe any time.

People are Reading