Dell CFO: we’re far behind Apple, not competing well with iPod which is reinvigorating Mac sales

“A senior Dell Inc. executive on Tuesday said that his company is far behind rival Apple Computer Inc. in digital music, adding that the phenomenal success of Apple’s iPod music players have reinvigorated sales of Apple’s Mac computers,” Jim Finkle reports for Reuters.

“‘We’re obviously not competing very well,’ with the iPod, Dell Chief Financial Officer Jim Schneider said at a Raymond James investor conference in New York that was broadcast on the Internet,” Finkle reports. “‘Apple has come out with a nice product and I think it’s really turned their company around,’ he said, responding to analysts’ questions about Dell’s recent earnings disappointments. Dell last week said that third-quarter profit was down 28 percent, as sales to U.S. consumers dropped and business in the United Kingdom disappointed the company.”

Finkle reports, “Dell, the world’s largest PC maker, also issued a sales forecast that left some analysts wondering if the company has lost the growth momentum of recent years. By comparison, Apple posted record revenue and sales in its most recent quarter. Mac computers are showing their strongest sales in years, growth that some analysts say is driven by the iPod phenomenon. Sales of Mac desktop units climbed 56 percent from a year earlier and notebooks sales were up 48 percent in the fiscal fourth quarter. iPod sales tripled during the same period.”

Full article here.

Advertisements: Apple iPod nano. 1,000 songs. Impossibly small. From $199. Free shipping.
The New iPod with Video.  The ultimate music + video experience on the go.  From $299.  Free shipping.
Wait a sec, we thought that the official line out of Dell via CEO Kevin Rollins’ trap is that Apple has a “one-product wonder” with the iPod and that it’s a “fad?” Did Rollins approve these new statements by Dell CFO Jim Schneider? Hope somebody packed Schneider’s golden parachute before he jumped to state the truth. And where’s that wannabe-Steve-Jobs-but-never-will Michael Dell? Still begging for Mac OS X for Intel? Altogether now: Shut down the company, Mr. Dell, and give the money back to the shareholders! (What, you thought we’d just forget?)

Why is Apple different from Dell? Apple is not a commodity box assembler wholly dependent on another company to supply an operating system that strives unsuccessfully to be like a Mac. Apple innovates and pushes the industry forward and they haven’t set the company up to become a future lunchtime snack for Lenovo.

“We’re coming after you, you’re in our sights.” – Apple CEO Steve Jobs speaking about Dell, November 10, 1997. (source)

Related MacDailyNews articles:
Struggling Dell has lost its mojo while Apple shows rapid growth – November 07, 2005
Apple growing faster with more innovative products, better support than ‘one-trick pony’ Dell – November 01, 2005
IDC: Apple shows rapid growth, holds 4.3% U.S. market share on 48% growth – October 17, 2005
Michael Dell say’s he’d be happy to sell Apple’s Mac OS X if Steve Jobs decides to license – June 16, 2005
Why buy a Dell when Apple ‘Macintel’ computers will run both Mac OS X and Windows? – June 08, 2005
Apple Macs are less expensive than Dell PCs – April 25, 2005
Dell CEO: Apple can’t just have one product and then say they’re the innovative leader of the world – February 22, 2005
BusinessWeek: Rather than dismissing Apple products as fads, Dell should try starting a few – January 31, 2005
Dismissive Dell CEO not impressed with Apple Mac mini, calls iPod a ‘one-product wonder’ and a ‘fad’ – January 17, 2005
Michael Dell owes Apple an apology; Apple up 176 percent vs. Dell’s 13 percent in past 12 months – January 15, 2005


  1. It’s good to see someone tell the truth from Dell. Sadly, I think Jim Schneider may be looking for a new job soon.

    Anyone wanna bet he has an iPod…and a Mac. ” width=”19″ height=”19″ alt=”LOL” style=”border:0;” />

  2. ” Shut down the company, Mr. Dell, and give the money back to the shareholders! (What, you thought we’d just forget?)”

    That original statement from Michael Dell is the main reason I dispise them – that and the fact that Dell makes absolutely nothing that’s worth buying (IMO).

  3. “Ask not for whom the Dell trolls . . .”

    Maybe this was Schneider’s last day at Dell any way? ” width=”19″ height=”19″ alt=”smile” style=”border:0;” />

    MW: hit, as in the Jukebox is not a hit

  4. The REAL secret to Dell’s success:

    Excerpted from Business Week, Nov. 3rd, 2003:

    “Dell and Rollins adopted desktop props to help them do what didn’t come naturally. A plastic bulldozer cautioned Dell not to ram through ideas without including others, and a Curious George doll encouraged Rollins to listen to his team before making up his mind.”

  5. Of course, Apple’s market cap is – at the time of writing – equivalent to 72.8% of Dulls.

    Whereas, back on the 16th February (no so long ago), it was 35.9%.

    Altogther now: “we’re coming to get you, we’re coming to get you…”

    Ain’t payback a bitch?

Reader Feedback

This site uses Akismet to reduce spam. Learn how your comment data is processed.