Michael Dell built his company and his fortune in the personal computer business. But the company’s future is increasingly going to rest on services and the bigger gear used in data centers — server computers, storage and networking equipment.
That was Mr. Dell’s overall theme in a pair of interviews on Friday, one onstage at a health technology and investment conference in California and one afterward.
The company has changed considerably, especially since Mr. Dell returned as chief executive in January 2007, though its reputation is still as a PC company. “A lot of people think of Dell as what it was five or 10 years ago,” he said. “But we’ve moved much more into the core of information technology, into the data center.”
Services are big part of the shift. In fact, 44,000 of the company’s 103,000 employees are in its services business. And it was no quirk that Mr. Dell appeared at a gathering of health industry companies, start-ups, policy officials and investors, held annually by Health Evolution Partners, a fund that invests in health companies.
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