My first entree to the financial community was at Salomon Brothers following the Enterprise Server Hardware companies such as IBM, Hewlett-Packard and Sun Microsystems.
Dell has been working for five years on transforming the firm from a mass maker of commodity PCs to an enterprise solutions provider (somewhat in the mold of Hewlett-Packard and IBM), and while the full transformation could take another five years, many signs of progress are already visible.
In the United States, both Dell and Hewlett-Packard (HP) have been shifting their weight in the direction of enterprise solutions and away from selling PC clients like handfuls of gumdrops.