One of the fastest growing consumer PC categories: “Netbooks,” or cheap, tiny, low-margin laptops designed mostly to access the Internet. Dell (DELL) offers two Inspiron Mini netbooks — at $349 and $549.
But judging by CEO Michael Dell’s remarks during this evening’s Dell earnings call, it sounds like he’s not too nuts about them.
We weren’t diving into that in a big way. We certainly have products there. It appears to us that this is mostly a complementary product category. Certainly in the emerging countries, it looks like it’s incremental, and kind of new business.
We suppose that’s a nice way of saying that netbooks aren’t yet cannibalising Dell’s existing laptop business. Which is a good thing. But not much passion there, as far as we can tell.
Dell also noted that more carrier deals are on the way for laptops with built-in 3G modems.
We were also the first with a product with 3G built in, and that’s allowed us to do pretty well with a bunch of the carriers, and we’re putting a number of those agreements in place right now.
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