Less than six months ago, Michael Dell posted an impassioned defence of the PC business to his Google+ account, and explained that “Dell remains very committed to PC solutions and beyond.”
He was responding to reports that HP was considering selling its PC business.
Today, Dell manager Brad Anderson told a crowd in London “We’re no longer a PC company, we’re an IT company.” He continued “We are dramatically changing the make-up of our business.”
PC sales have been the weakest part of Dell’s business — the company’s consumer unit (which is mostly PC sales) saw revenue drop 2% (year over year) last quarter, and drop 6% in the quarter before that. All the action was in selling to enterprises.
HP, meanwhile, decided to keep its PC business, but it’s not having such great luck either: consumer PC revenue suffered a 25% year-to-year decline last quarter.
First HP, then Dell.
It seems like the only company willing to defend the PC these days is Microsoft — and Microsoft doesn’t actually make or sell PCs.
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