"The sheer volume of information that businesses are creating, accumulating and storing ... continues to increase. That's not going to slow down," King said. There will be an increased demand for services to manage those documents, which could blur the line between document digitization and management.
The acquisition of Perot Systems is a nice beachhead for Dell to enter printing services and document management, especially in niche markets such as health care, King said. Perot in 2007 acquired the consulting group within Meditech, which offers software and consulting services to move paper medical records to electronic records. Dell also last week announced a medical document management product called Medical Archiving that includes a PowerEdge server to access, store and distribute medical records.
But for other niche markets, Dell may need to partner with small companies with domain expertise to develop software that could match its server, storage and printing and imaging hardware, King said. It cannot develop homegrown hardware and software by itself for all markets, and customers like choice, King said.