What does Dell do next?

In the run-up to Dell announcing quarterly results this Friday, there have been a few pundits speculating as to what the company "does next". The assumption is, of course, that Dell must "do" something next, other than continue to boringly churn out lots of PCs and fat profits, bucking the trend in a consumer spending slump. There has been some long-running speculation that the company may produce a low-cost Dell PocketPC in time for Christmas. But this piece from SF Gate/Wall St Journal takes the biscuit for the bad advice I've seen so far: it appears to be advocating Dell turning into a not-so-mini IBM, with a consulting arm and huge (money draining) R&D division. Seems to me it's silly even to suggest that Dell, which has made its money from not doing many of the things suggested for it by the armchair pundits, should do all that. I suspect, in this climate, that if I was a shareholder I'd be quite happy with Dell just doing what it does: even if it is "grey", it's still jolly profitable.