Channel Gung-Ho Over Microsoft's Dell Investment
January 22, 2013 5:00 PM ET
It's a game changer.
That's what solution provider partners are calling a potential $3 billion Microsoft investment in a bid to take Dell private in a leveraged buyout.
Solution providers, in fact, say the potential investment could result in big sales and profit gains for them as they develop tighter, more strategic enterprise solutions relationships with the two industry giants.
Peter Estes, co-founder and president of Axis Business Solutions, one of Dell (NSDQ:Dell
)'s fastest growing partners headquartered in Portsmouth, N.H., said he expects sharp increases in both his Dell and Microsoft business if the deal goes through.
"My hope is we would see our Microsoft (NSDQ:MSFT) business go from 5 percent growth to the 25 to 30 percent range," he said. "We are very strategic with Dell. We sell the Dell client [systems], storage, networking, services and Dell Cloud. If they can deliver a stronger Microsoft relationship, our Microsoft numbers will go up. This has the potential to be a real game-changer for us."
Estes said his Dell business was up 50 percent in 2012 to $7 million, and he expects to double that business to $14 million in 2013 in the wake of Dell's transformation to a full enterprise solutions company with offerings that include EqualLogic Compellent in storage, SonicWall in security and Brocade in networking products.
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