Dell Acquires EMC: Heavy Clouds, No Rain

Posted by Ken Sawka on Oct 27, 2015 12:06:53 PM


On October 12, Dell announced its plans to acquire EMC Corporation for $67 billion
, the largest technology industry deal to date, a deal clearly intended to bolster Dell’s ability to compete in the increasingly lucrative corporate data center market. This move follows HP’s split into two organizations which itself was engineered to free HP’s enterprise business from the low-margin shackles of its consumer PC and printer business.  While the Dell-EMC deal will accelerate the transition of corporate data assets to the cloud, the new entity could face significant challenges that hamper its ability to make it rain. 

Our experience conducting war games for Global Fortune 100 companies and analyzing competition in enterprise IT has made it clear that the market is undergoing a dramatic transformation. Our analysis, conducted over an extensive period of time and involving a variety of players, demonstrates that this transformation is characterized by several confluent factors that the combined EMC-Dell will have to navigate to achieve success: 

Read More

Topics: Competitive Intelligence, War Games, Brand Insights, Market Analysis, Technology/Telecomm, Merger and Acquisition

Jack Bauer and the Flu

Posted by Robert Flynn on Oct 23, 2015 6:49:12 AM

On February 5, 2015, Public Health England announced that the flu vaccine had demonstrated low effectiveness against the main strain of flu that had circulated this past winter. Dr. Michael Skinner of Imperial College London, said in response, “Trying to predict which seasonal flu vaccine to produce each year must be a bit like a Jack Bauer car chase in Los Angeles…bound to prove somewhat hit & miss.” 

A similar miss occurred in 2004, when the United States suspended The Chiron Corporation’s shipment of 48 million doses of vaccine, citing problems at the company’s Liverpool, England, manufacturing plant.

Read More

Topics: Brand Insights, Market Analysis, Pharma, Scenario Analysis, Healthcare, Life Sciences, Merger and Acquisition

Holiday Gaming - Microsoft's Big Chance

Posted by Robert Flynn on Oct 13, 2015 9:00:00 AM

If Satya Nadella, CEO of Microsoft, has his way, packages under the Christmas tree and exchanged during Chanukah will be full of boxes containing Xbox consoles and games. To increase gaming revenues, he's made some organizational moves assigning Phil Spencer as head of Xbox and Xbox Live, reporting to Windows chief Terry Myerson. But internal changes will not be sufficient in this huge, highly competitive and fast-paced market, especially given Microsoft's slow growth relative to competitors, a laggard performance largely driven by the impact of mobile gaming.

Read More

Topics: Competitive Intelligence, Consumer Goods, Brand Insights, Innovation, Manufacturing/Industrial, Market Analysis, New Market Entry, Scenario Analysis, Technology/Telecomm, Industry Convergence, Merger and Acquisition, Product Positioning, Competitive Strategy

New Micro Case Studies, have a look!

Posted by Fuld + Company on Oct 12, 2015 11:00:00 AM

Case studies are a curious animal. Everyone thinks they're important, but no one wants to write them, and, apart from the headlines, people don't really read them. They just want to know what was the challenge, what was done, how successful it was.

So at Fuld, we're introducing something new: the microinfographic case study. It's like the quick summary from a 3-5 page case study, with illustrations.

Read More

Topics: Competitive Intelligence, Consumer Goods, War Games, Brand Insights, Fuld + Company, Innovation, Manufacturing/Industrial, New Market Entry, Technology/Telecomm, Merger and Acquisition, Competitive Strategy

Automotive Disruption: Fines Doubled in Construction Zone

Posted by Robert Flynn on Sep 23, 2015 1:27:32 PM

While it was a boat that President Obama used to explore the Alaskan scenery, it is the automobile industry that should sit up and take notice. One anticipated result of the President’s trip, and ongoing international negotiations, is increased environmental regulation that would impact automobile manufacturers. Shifting consumer demand, expanding access to customer data, increased merger and acquisition activity and international regulatory changes are creating market uncertainty that needs to be explored and understood through robust scenario-based planning analysis. Shareholders will expect no less.

Read More

Topics: Competitive Intelligence, Consumer Goods, Brand Insights, Innovation, Market Analysis, New Market Entry, Scenario Analysis, Industry Convergence, Merger and Acquisition, Competitive Strategy

Honest lessons from the C-Suite

Posted by Leonard Fuld on Sep 16, 2015 9:14:57 AM

How often do you get down and talk about honest mistakes and irreverent strategies with a CEO?

Over the past year I have had the privilege to interview over a half dozen former CEOs from companies the likes of JP Morgan, Corning, Harrahs/Caesar’s Casinos and Pearson. All companies with a global reach and encountering one challenge or another. I’ve collected these interviews in a special section of this website, C-Suite Candor.

Read More

Topics: Competitive Intelligence, Consumer Goods, Brand Insights, Innovation, Manufacturing/Industrial, Market Analysis, New Market Entry, Scenario Analysis, Technology/Telecomm, Industry Convergence, Merger and Acquisition, Product Positioning, Competitive Strategy

The Future of Weddings: $50 billion up for grabs

Posted by Leonard Fuld on Sep 3, 2015 12:32:39 PM

Our daughter is about to be married and we look forward to this special day.

What we have not enjoyed is the process. I’ve never encountered such a complicated, messy and unsatisfying business in my entire life. When I say messy, I mean my wife and I have had to work with a tangle of over forty categories of vendors, from hotels, catering, bands, photographers, and so on.

Read More

Topics: Competitive Intelligence, Consumer Goods, Brand Insights, Innovation, Market Analysis, New Market Entry, Technology/Telecomm, Travel/Hospitality, Industry Convergence, Merger and Acquisition, Competitive Strategy

Deciphering the Alphabet

Posted by Robert Flynn on Sep 3, 2015 11:42:00 AM

Google’s transformation into Alphabet, announced in early August by CEO Larry Page, is on one hand inconsequential "Page Six" news and on the other the most momentous business event of the past decade. For companies in the technology and other sectors that Google has begun to explore, it’s a wake-up call as it signals Mr. Page's intention to continue to expand his conglomerate, increasing risk for companies across numerous industries. Fortunately, knowing that objective and deciphering the implications of this announcement, allows competitors time and opportunity to adjust their competitive strategy.

The recognition that Mr. Page and Google co-founder Sergey Brin have started and nurtured numerous side businesses including cloud computing, self-driving cars, life longevity, and even satellites brings a yawn from even the most casual observer. After all Elon Musk has gained fame as CEO of Tesla Motors (cars), CEO of SpaceX (rockets), and Chairman of SolarCity (power systems). And as far back as 1878 no less a man than Thomas Edison set the standard when he created General Electric – lightbulbs, steam turbines, locomotives, radio, toasters, even ovens. The conglomerate structure of Alphabet has a long, well-established tradition.

Read More

Topics: Competitive Intelligence, Consumer Goods, Brand Insights, Innovation, Market Analysis, New Market Entry, Technology/Telecomm, Industry Convergence, Merger and Acquisition, Competitive Strategy

Sell-Offs and Mergers and Trades, Oh My!

Posted by Bruce Chin on Aug 18, 2015 11:44:41 AM

Current Trends in Big Pharma and What It Says About the Market

After unprecedented M&A activity in the last 20 years in Big Pharma, the trend of devolution isn’t just a topic that became popularised in Scotland. The pharmaceutical industry seems to be experiencing a similar trend. From the spin-off of AbbVie from Abbott in 2012 to Baxter’s specialised medicines spin-off, Baxalta, last month, the trend seems to be continuing. It continues with the swap of Novartis’s non-influenza vaccines business for the bulk of GSK’s oncology portfolio.

Read More

Topics: Competitive Intelligence, Market Analysis, Medical Devices, Pharma, Healthcare, Industry Convergence, Life Cycle Management, Life Sciences, Merger and Acquisition, Product Positioning, Competitive Strategy

Take the new global CI Benchmarking survey (and see your results instantly!)

Posted by Fuld + Company on Aug 5, 2015 9:12:47 AM

How does your CI program compare to other across the globe?

Competitive intelligence (CI) is just over three decades old and plays a critical role in corporate decision making around the world. Join over 700 companies that have participated in this Fuld + Company survey over the past 10 years. By participating in the 2015 benchmark update, you will learn the latest information on CI budgets, reporting relationships, as well as understanding how strategic or how tactical your CI program is compared to others in your industry or in other geographies.

Read More

Topics: Competitive Intelligence, Consumer Goods, War Games, Brand Insights, Fuld + Company, Market Analysis, Pharma, Scenario Analysis, Technology/Telecomm, Life Sciences, Merger and Acquisition

Fuld + Company Blog

The material on this page draws on the research and experience of Fuld + Company thought leaders, consultants and others. Learn more about our expertise here.

Recent Posts

Request for Information

If you'd like someone at Fuld to contact you regarding your strategic competitive challenges, fill out the form below.