Dell needs Blackberry, Microsoft needs Dell

A phone in hand is worth billions to suitors

Dell logoThere is a lot of coverage of the dueling Dell buyout offers and more than a few rumors about a Dell buyout of Blackberry too. The two are tightly linked because Dell needs Blackberry and Microsoft needs Dell even more.

The idea here is quite simple, Microsoft desperately needs Dell to survive. That should be read both ways, it is imperative for Microsoft that Dell does not go under and irrespective of that Microsoft needs to buy Dell in order to stay relevant. While it may seem completely unrelated the RIM/Blackberry buyout rumors that involve Dell are unquestionably part of this chess match too.

Note: The following is for professional and student level subscribers.

Disclosures: Charlie Demerjian and Stone Arch Networking Services, Inc. have no consulting relationships, investment relationships, or hold any investment positions with any of the companies mentioned in this report.

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Charlie Demerjian

Roving engine of chaos and snide remarks at SemiAccurate
Charlie Demerjian is the founder of Stone Arch Networking Services and is a technology news site; addressing hardware design, software selection, customization, securing and maintenance, with over one million views per month. He is a technologist and analyst specializing in semiconductors, system and network architecture. As head writer of, he regularly advises writers, analysts, and industry executives on technical matters and long lead industry trends. Charlie is also available through Guidepoint and Mosaic. FullyAccurate