????10月13日 ，老牌電腦制造商惠普公司的首席執行官梅格·惠特曼預計，戴爾斥資640億美元收購EMC的交易將產生“混亂”，創造“真正屬于惠普的機會”。同日，美國知名科技網站Re/Code報道，在簽訂EMC收購協議以前，戴爾曾嘗試出售旗下個人電腦業務，但沒找到買家。

????盡管這次接洽沒能成功留下些陰影，但若惠普和戴爾的個人電腦部門最終還是順利聯姻，也別覺得意外。

????據悉，惠普就是當初拒絕了戴爾個人電腦業務交易邀約的公司之一，當時惠普之所以拒絕主要是因為該公司正處于拆分為兩家獨立公司HP Inc.和HP Enterprise的沖刺階段。分拆過程定于本月末收尾。完成分拆后，HP Inc.將經營個人電腦和打印機業務，HP Enterprise將出售服務器和其他商用硬件。惠特曼將領導HP Enterprise公司，同時出任HP Inc.公司的非執行董事長。

????即將擔任HP Inc.公司首席執行官的迪昂·韋斯勒10月13日 預計，戴爾會“分散精力”。他敦促本公司的銷售人員“主動追討戴爾應付的帳款”。但他的語氣比惠特曼的克制些。我估計那是因為韋斯勒想要留條后路，這樣一旦惠普的拆分完成，有時間鞏固自身業務之時，還可以將戴爾的個人電腦業務收入囊中。

????對戴爾來說，惠普是其待售個人電腦業務最合乎邏輯的落腳點。畢竟，這兩家公司是全球個人電腦市場占有率排名前兩位的雙雄（不過市場在萎縮，最近一財年的上半年，戴爾個人電腦毛利銳減26%）。而且，戴爾還有充分的出售個人電腦業務的理由，因為這筆交易所得可以用于償還因收購EMC而接納對方的大量債務。而EMC收購交易也更清楚地表明，戴爾自認為是一家科技企業，并非消費品制造商。

????現在我們只需要觀望，等待第二只鞋落地。（財富中文網）

????譯者：Pessy

????校對：詹妮

????Hewlett-Packard CEO Meg Whitman yesterday predicted that Dell’s $64 billion purchase of EMC Corp. EMC -2.79% will result in “chaos,” thus creating a “real opportunity for HP.” At the same time, Re/Code reported that Dell explored a sale of its PC business before signing the EMC agreement, but couldn’t find any takers.

????Despite the shade and failure, don’t be surprised if HP and Dell’s PC unit don’t eventually get married.

????HP HPQ -0.24% reportedly was among those that passed on Dell’s offer, but that was primarily because it was in the final stages of splitting into a pair of separate companies. That process is set to wrap up at the end of this month, after which HP Inc. will sell PCs and printers, while Hewlett Packard Enterprise will sell servers and other business hardware. Whitman will be leading the latter company, and serve as non-executive chairman of the former.

????The incoming CEO of HP Inc., Dion Weisler, also said yesterday that Dell would be “distracted,” and urged his sales teams to “aggressively pursue Dell accounts” — but was a bit more measured in his language than was Whitman. My guess is that was because Weisler wanted to make sure not to burn bridges, so that he can scoop up Dell’s PC business once the HP split has occurred and had a bit of time to solidify.

????HP Inc. is the single most logical landing spot for Dell’s PC business, as they are number one and number two, respectively, in terms of market share (albeit a sinking market, as Dell’s gross profit for the segment fell 26% in the first half of its latest fiscal year). Moreover, Dell still has plenty of reason to sell, since proceeds could be used to pay down the massive pile of debt that it will amass from the EMC merger. Moreover, the EMC deal makes it even clearer that Dell views itself as more of an enterprise tech company than a consumer one.

????Now all we need to do is wait for this second shoe to drop…