Not unlike Steve Jobs back in the 1990s, Michael Dell returned to the helm of his company at a crucial moment, when his namesake was seemingly rudderless. Back in 2007, Dell was losing marketshare to HP, Apple had not yet proven the monster it has since become in mobile, and tablets were something used on factory floors.
Since then, Dell has redoubled its efforts in tablets and mobile, reworked its product line to compete with Apple’s resurgent MacBooks, but seen his stock price only slightly recover since the 2008 recession. Why? Dell faces competition from China, for one (Lenovo has claimed it will overtake Dell in market share this year), and from tablets, for the other (Amazon’s new Fire might hurt Dell’s ultralightweight offerings, and its Streak Android tablet).
That said, Dell has to be happy about the on again, off again approach taken to the PC business by its primary competitor, HP.
In short, we’ll have much to discuss – Amazon, Apple, Android and Google, HP – and the future of device computing in general. Not to mention what it’s like to come back and run a company you had once thought you had handed over to a trusted lieutenant.
So I’d love your input. What do you want to hear from Dell, about his company?
As an extra incentive, I’ll be picking the best three questions from these series of posts (including Paul Otellini, Dennis Crowley, Mary Meeker, Michael Roth, Steve Ballmer, James Gleick, Vic Gundotra, and Reid Hoffman, among others.) The authors of those questions will get complimentary passes to Web 2 – a more than $4000 value. So get to commenting, and thank you!