Friday, September 26, 2003
Dell Downplays PDA Opportunities?
Posted by Janak Parekh in "NEWS" @ 07:00 AM
This sounds contradictory, but despite Dell's announcement of upcoming handheld devices, Michael Dell is still not convinced that PDAs are a "large opportunity" short-term.
"'The PDA market is a small in more ways than one. We entered the market just a few quarters ago and got 37 percent of it that fast,' Dell said. 'It is not a huge market and it won't have the focus for us of, say, the storage market. It has a long way to go before it is a super high volume market.'"
He's got a point -- being able to grab 37% of any market in less than a year is illustrative of its size. On the other hand, this may be a sign that, long-term, PDAs may yet be a volume force. Maybe it'll take the "connected PDA/smartphone" for this to happen, but the fact that Dell has invested a fair amount of resources would seem to imply that they're in this for the long haul. What do you think?
"'The PDA market is a small in more ways than one. We entered the market just a few quarters ago and got 37 percent of it that fast,' Dell said. 'It is not a huge market and it won't have the focus for us of, say, the storage market. It has a long way to go before it is a super high volume market.'"
He's got a point -- being able to grab 37% of any market in less than a year is illustrative of its size. On the other hand, this may be a sign that, long-term, PDAs may yet be a volume force. Maybe it'll take the "connected PDA/smartphone" for this to happen, but the fact that Dell has invested a fair amount of resources would seem to imply that they're in this for the long haul. What do you think?
