Thursday, July 12, 2012

Bad news continues for Dell & HP

May be HP's exit from Tablet market was way to premature? I really can't come up with any really good strategy for HP and Dell to overcome this PC sales slump.. I guess, enterprise is only hope for them. Consumer market they need to focus on emerging markets where they are battered by Lenovo and Acer who have great hold there.. Still, both HP and Dell do hold some premium as compared to Lenovo and Acer in all markets. Though Lenovo is now a days more or less considered same or better than HP and Dell.

On high end there is Apple.. who is king on consumer side and now encroaching really fast into Enterprise with all the BYOD (Bring Your Own Device) etc... are catching up.. Still, HP/Dell has some time before they loose this ultra premium enterprise market as well.

What will be impact of this on other Giants like Intel and Microsoft.. Microsoft is trying to catch up big time in Tablet OS and market. If they are able to get some share of this pie.. they will be able to survive.. Best hope for Microsoft is Enterprise.. even though most of the executives and even middle management folks have iPad.. there are still many enterprises who are still totally into Managed Device mode and could give some chance to Microsoft to try out their tablet.. it better be good otherwise MS is gone..

Intel is still in better position.. They are benefiting from MAC Book Strategy.. Though, not sure, how long Apple with stick with them before going back to their own processor.. Also, Intel is trying hard to get into ARM type/equivalent processors.. they are left behind.. but this hardware market is so dynamic and without any customer loyalty.. Intel should be able to swing back into Tablet processors.. Though margin would be in pressure.. unless, they acquire some other market leader..

for now.. enjoy your PC/Laptop while it lasts!! On second thought.. they do look nice.. at least when they are new ;-) and as long as  you don't keep macbook next to them ;-)





COMPUTERS

PC sales tumble 6 to 11 percent in Q2


Personal computer sales in the U.S. sagged in the spring as shifting technology trends, upcoming product releases and a shaky economy dampened demand for the machines
 on the market. Separate reports released Wednesday by Gartner and IDC estimated the second-quarter decline ranged from 6 percent to 11 percent compared with the same time last year. Gartner provided the lower of the two figures in the research firms’ quarterly analysis of PC shipments.

Hewlett-Packard and Dell, the biggest PC makers in the U.S. market, suffered the sharpest drops.

Worldwide PC shipments held up better in the April-to-June period, dipping by just 0.1 percent from last year.

Consumers and businesses have been buying fewer PCs amid the growing popularity of smartphones
 and tablet computers such as the iPad. 

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