"While productive corporate employees might not give up PCs, the vast majority of other workers will. That is not industry growth; that is transition and consolidation. When thinking in the long term, Dell's PC group can be basically ignored. It's the end of an era, and it puts the company in a terrifying predicament. There is now no clear end game for Dell, and the company's core competencies are being rendered irrelevant by evolution."

"There is this big shift from proprietary to open," said English."However, if you're looking at private cloud solutions that are based on technology that locks you into a specific storage vendor or a specific network vendor, it is creating a situation where the trend ticks back a little bit," he added.Implementing a cloud solution means buying into the specific protocols, standards and tools of the cloud vendor, making future migration difficult and expensive. ""