Hopefully he has a plan
For most cases a company shall stick to its core business. Start new companies to go into new markets. But if you have a great new idea and enough money. Then buying an existing company can make it a lot easier to reach your goal. So I hope for him that he has ideas. Milking an existing market is perfectly compatible with stock market.
I reckon Dell could invest
in software simulating a Big Blue Robot smoking woodbines, proving that woodbines don't give Robots lung cancer.
I reckon they could even get a government grant for such useful research .