Ted -
re: A strong point for Dell is the notebook business which offset the decline in desktop revenue in Q4.
I was kind of surprised by DELL's statements about laptop business, given that they lost significant share to CPQ in Europe in laptops... The earnings may have been making lemonade out of the lemons they were given. In other words, since they were constrained by lack of LCD panels and other laptop component shortages, they had no reason to discount the products they could actually deliver, and so the margins on those sales were higher.
HP also now has an iPaq-style PC in the market, although neither the IBM or HP products are legacy free. Still, the "triumverate" as one DELL poster refers to IBM, CPQ and HP, has clearly moved to enable the $500 commercial desktop, and DELL will have to go there also. |
