Dell Executives Stress Company's Commitment to PCs

By Jeffrey Burt  |  Posted 2015-10-22 Print this article Print
Dell PCs

Overseas markets also represent a growth area, Clarke and others said. In the United States, more than 90 percent of homes have PCs in them. However, PC penetration in homes in China—Lenovo's home base—is 35 percent, and in India it's 10 percent. Dell has opened more than 12,000 stores in China in hopes of pushing its PCs into more homes.

Still, questions about Dell's commitment to PCs persist. Just after Dell announced the EMC bid on Oct. 12, reports surfaced that Dell and private equity firm Silver Lake Partners—which helped finance Michael Dell's $25 billion deal to take Dell private in 2013—sought to sell the PC business before deciding on the EMC deal.

HP's decision to split the company in two—with one, Hewlett-Packard Enterprise, selling enterprise IT solutions and services, and the other, HP Inc., focusing on PCs and printers—also fueled speculation about whether Dell might make a similar move. The breakup becomes official Nov. 1. However, Clarke noted that the paths forward that Dell and HP are taking have continued to diverge over the past several years, something that Michael Dell reiterated in his press conference.

"We have a different viewpoint as to how our companies should evolve than HP does," the CEO said.

Clarke pointed to PC-related announcements Dell made during the Dell World show as proof points to the company's continued efforts in the market. The company essentially refreshed its OptiPlex commercial PC lineup while also introducing the Wyse 5050 all-in-one zero client for VMware and new cloud multi-function printers.

With the new OptiPlex systems, Dell officials stressed such features as the new Intel 6th-generation Core processors, increases in memory and storage capacity, improved power consumption and high levels of security. They also talked about their roles in an increasingly mobile business world, including new collaboration and conferencing capabilities that leverage Intel's Unite secure collaboration technology.


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