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Dell says in competition with Apple, “numbers speak for themselves”

Posted by Dan Moren | Monday, July 24, 2006 11:28 AM PT

Michael DellOh, Michael. Michael Michael Michael. The spin, my friend, it ain’t working. You may still sell the most computers of any company in the world but it’s not just about margins any more. It’s about the experience. And when it comes to that, well, dude, nobody’s getting a Dell.

The Q&A at Dell’s recent annual shareholder meeting contained some interesting comments by the Dell CEO and founder:

Apple certainly has done a very nice job with their products. I think you’re going to see a number of new, competitive dynamics in that market …music services. We’ve been working with MTV, which has a new service called Urge. That’s an exciting space that Apple has done well in, but I would be surprised if they are able to maintain the share they have today over the next ten or 20 years. In terms of competition with Apple (in PCs), our share numbers speak for themselves. Apple is growing, but is still not in the top five in share for computers.
Well, worldwide, perhaps, but in the U.S., they’re number four. And with the way Gateway has been slipping, well, I wouldn’t be surprised to see Apple hit #3 sometime in the next few years. The numbers do speak for themselves: consider that in the last quarter Apple showed 15.4% growth year-over-year. Dell? 6.3%. The budget PC maker’s share price has also dropped over 50% in the last year.

Apple may not be able to hold their share in the music market over the next ten or twenty years. But I tell you this: it won’t be Dell that unseats them.

[via The Mac Observer]

Comments (2)

"Apple may not be able to hold their share in the music market over the next ten or twenty years. But I tell you this: it won't be Dell that unseats them."

Agreed.

Dell could pick it up a little more with Alienware if they market things right. They need to get some more high end machines back under the name "Dell". But even so Apple is on a role right now that's only continuing to grow.

Everyone around my age (17) that I know that "hates Macs" only says so because they've never seen one at work. Once they see me or another Mac-using friend flipping through our hot corners or making good quality recording on pre-installed GarageBand, they simply say, "I want a Mac". Honestly.

Even though Michael Dell knows this, he can't say it.

Dan--the man
July 24, 2006
1:19 PM PT

Why is bottom feeder Dell concerned with top and mid level feeder Apple? I guess that he is concerned that the former beliegered company, Apple, is no longer beliegered while Dell is currently beliegered and Dell can's remediate his beliegered nature by bottom feeding even more, nor can he by convincing us that his bottom feeding company is remaking itself to a top feeder. Hey, I still see Dell TV ads touting his bottom feeding PCs. Oh my.

John Dingler
July 27, 2006
3:20 AM PT

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