From my latest Om Says newsletter, Dell & HP together on a long road to nowhere

Dell and HP, for me, are to the PC business what RIM and Nokia are to the phone industry — incumbents that fell so in love with their core products and their form factors that they decided it was okay to ignore the behavioral shift in computing…..I have often argued that companies have a certain DNA and it is very hard to change that DNA. Dell, at the end of the day, is a logistics company and as a result cannot invent products and markets.