I have one question for you: Dell, where have you gone?
Obviously we follow the company and your earnings very closely. And while your stock has been moving in a positive direction lately, what are your plans with the channel and with future product innovations?
Let me back up and give credit where credit is due. The idea of the netbook was genius – an inexpensive laptop that is small, lightweight, and is perfect for general computing and accessing Web applications. And the demand for netbooks grew rapidly – in fact, sales reached an impressive 641 percent increase last year. No doubt Dell helped lead that charge. Unfortunately, sales have dropped significantly since that time – and it was a smart move to exit that category and focus on your core business.
However…Acer and HP are a formidable challenge to you in terms of global PC sales. What happened?
What are they doing differently to increase their sales and their bottom-line? And on top of it, Apple is leading the mobility space by a whopping 80%. It is still up for debate whether Apple gave the final blow with the iPad introduction as some pundits are still arguing that the tablet and netbook categories appeal to different types of consumers. Only time will tell.
I enjoy healthy competition. I think it is good for the economy and for the consumer to have choices. So I hope to see positive earnings from your company today – I think it would help us all out.