They’re feeling confident. … There’s going to be a few years of pain for the rest of the industry, and Dell is going to provide it.
Patrick Moorhead, head of Moor Insights and Strategy, who attended a recent gathering of analysts to hear the new vision for the (presumably) soon-to-be-private Dell.
Dell is going back on the offensive. And if I were a PC or server-maker, these statements would scare the shit out of me.