Michael Dell, who is very pleasant and personable, has been chatting about the future of computing, the rise of China and the ongoing economic recession.
Some of Dell’s most interesting comments revolved around netbook computers, a market which he said is leveling off at about 12 to 15%. Dell said there’s a certain level of consumer "disenchantment" that often tags along with the smaller, lighter and cheaper netbooks.
That is one view. It is not widely held.
This is being written on a netbook. Desktop machines seem very cumbersome, non-transportable and dashed expensive for what they are.
Michael Dell said, "We’ve been getting pretty excited about Windows 7, Office 2010 and if you look at those products, they kind of tell you that you want more screen area, not less screen area. And if you put that on a netbook, you won’t be real happy with it."
True. But not many users want that on a netbook.
Dell said that people are still buying desktops.
He added, "Mobility is absolutely the theme. But let’s not forget, if you want the least expensive computer you buy a desktop. If you want the most powerful computer you also buy a desktop."
If he truly believes that, then the decline and decline of Dell is inevitable.
TechFlash reported that Michael Dell is a big time China fan. He said, "Every time I go, I am thinking things are so good here, maybe I’ll stay. China, you wouldn’t really know that there was even an economic problem. When you look at the depth of the opportunities and the changes going on there, it is just really, really strong."
But if Michael Dell believes China is just waiting for a new full size PC as a market leader then someone is making a terrible mistake.