Dell's Gearing Up to Buy Something Big, But What?

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Recently, Dell's been doing all the things that a major company does when getting ready to make a big acquisition, like building up cash reserves, selling bonds, and, well, talking about it, at least internally. The only question now is, what do they want? Is it a hardware company, maybe to break into the mobile space, or, as the WSJ boringly insinuates, a "data-storage and tech-services business?" [WSJ]