Gartner and IDC are reporting HP has regained the lead over Dell in worldwide PC shipments this quarter.
The frightening thing for Dell is the fall in US market share: IDC report 6.7% and Gartner 7%. A fall like that is a serious matter.
The problem for Dell is that they are now firmly stuck in the low margin, cheapo market. It's going to take a lot of work for them to break out of that niche. If they don't, though, they are doomed.
Friday, October 20, 2006
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