Deciphering the Battle for Dell


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.

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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.

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