Dell wasn't merely mentioned. It was mentioned favorably, in two articles. (articles by savitz & dogherty). several portfolio managers are quoted in the articles as saying they are buying dell. e.g., a Lehman strategist "argues that companies will continue to make capital investments in technology to stay competitive. So some tech outfits, including Intel, Compaq and Dell, should fare well."
On a related note, this weeks Economist magazine has an article entitled "After the PC" which argues that the PC era is "winding down" and that early in the next decade, consumers and companies will turn to a variety of "appliances" that will offer the "reliability and ease of use that PCs have failed to provide." (e.g., TV set-top boxes, fixed-screen telephones, smart mobile phones, handheld computers, personal digital assistants (?), and network computers."
It is noteworthy, however, that the IDC chart that accompanies the article reflects what appears to be about a 50%-plus increase in US PC shipments over the next four years. (Though the same chart shows about a five-fold increase in shipments of the "appliances.")
The article predicts that the biggest winners will be IBM and "appliance giants such as NEC, Hitachi, Sony, and Philips," as well as Nokia, Ericsson and Motorola.
The article further states that the most "glaring threat" is to the PC makers and that they "must develop strategies to participate in the appliance segments or risk marginalization."
What do you all think?
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