Dell is quietly moving into the cloud space. Steven Schuckenbrock, CIO of Dell talkes at length about X86 infrastructure in cloud computing in a recent interview with Dan Farber. There is almost no mention of Microsoft when talking about virtualization capabilities. The only mention of Microsoft in the 10 minute interview was in describing competitive cloud computing initiatives, Microsoft was listed along with Google and Amazon as an example of trends in the cloud.
Dell has the potential to be a cloud computing powerhouse and they are clearly thinking about SaaS and cloud computing in a unified strategy. I'd bet on Dell making a strong play for moving enterprise customers over into a cloud delivery approach. They dominate the desktop hardware arena in the enterprise and are a trusted partner for most corporate CIOs.
The message that Steven is telegraphing is that the era of desktop computing has ended, at least from the standpoint of new market share initiatives at Dell.