Michael Dell ignores reality when he claims PCs are selling better than tablets all the while tablets are seeing double-digit growth and shipments of Wintel PCs are down or flat depending on where you look. Of course, Dell makes a lot more money selling desktop/notebook PCs than tablets but Dell has missed a lot of revenue as others did better than Dell selling tablets. The key to selling tablets is of course to sell good performance at lower price than the competition. Others are doing that and growing at huge rates.
Clearly, Wintel is a boat-anchor tied to Dell’s neck. He will go down with the ship if he does not free himself from it. ARM, MIPS, GNU/Linux and Android/linux are taking share from Wintel. Dell can deny it for 2011 but it will be too big an effect to ignore in 2012. What will he do then? Chinese manufacturers are shipping in quantity to retailers globally. Dell is a middleman that can be cut out leaving everyone along the supply chain profitable while Dell is losing share.
see The Register – Michael Dell: PC profits plunge not down to tablets
Mobile clients were down 2% and desktop PCs down 6% Q3 2011/2010. see financials