“Dell has slashed its notebook forecast for this year by as much as 20 percent, and Taiwan-based original design manufacturers (ODMs) say the vendor has been reducing its notebook orders, according to a report published Monday by CitiGroup analyst Richard Gardner,” Edward F. Moltzen reports for CRN.
Moltzen reports, “Dell had originally forecast shipping 20 million notebooks in 2007, but now the Round Rock, Texas-based PC giant is projecting that it will ship 16 million laptops, Gardner said.”
MacDailyNews Take: 16 million! Oh, the humanity! If you know someone who’s about to inflict themselves with a Dell laptop, please ask them: Why buy a Dell when Apple’s Intel-based computers will run both Mac OS X and Windows? Friends don’t let friends buy Dell PCs.
Moltzen continues, “Gardner said Dell’s lowered projection of 16 million notebooks for this year tracks higher than CitiGroup’s own forecast, according to Gardner… If the CitiGroup report bears out, it would indicate continued trouble for Dell in the PC and notebook space. During the fourth quarter, Hewlett-Packard grew its notebook shipments by 57 percent year over year. Dell’s notebook shipments, by comparison, grew by 2 percent.”
Moltzen reports, “Checks with ODMs also indicated that Apple is ‘a bright spot,’ and CitiGroup is forecasting Apple to ship between 2.6 million and 3 million MacBooks this year, in line or a little bit more than current forecasts. So far, MacBook Pro shipments have seen ‘modest’ growth on a year-over-year basis, Gardner wrote.”
Full article here.
MacDailyNews Note: Apple’s notebook sales grew 65% year-over year (Q1 07 vs. Q1 06).
Related articles:
UBS analyst bullish on Apple as ‘major player’ in notebook computer market – January 05, 2007
BusinessWeek: Beleaguered Dell pulling out the pink slips? – March 08, 2007
Beleaguered Dell: Shut it down and give the money back to the shareholders – March 02, 2007
Beleaguered Dell’s earnings drop 33% – March 01, 2007
Beleaguered one-trick pony Dell faces unclear future – February 14, 2007
Biting words on Apple come back to haunt Dell – February 10, 2007
Dell faces investor lawsuit over ‘illegal Intel kickbacks’ – February 02, 2007
Michael Dell is no Steve Jobs – February 02, 2007
BusinessWeek: Welcome back, Michael Dell – don’t get too comfortable – February 01, 2007
Rollins out as beleaguered Dell’s CEO, replaced by Michael Dell immediately – January 31, 2007
Total eclipse of Michael Dell goes off as predicted – January 10, 2007
SEC starts formal probe of beleaguered Dell – November 16, 2006
Apple does it again: New Macbook Pros much cheaper than Dell – October 25, 2006
Dell feels the heat from Apple – October 04, 2006
The Motley Fool: ‘Intel to Dell: you guys stink’ – September 28, 2006
Beleaguered Dell’s OS-limited PC sales ‘declining rapidly below expectations’ – analyst – September 21, 2006
Fortune compares Mac vs. Dell: ‘you’ll get more for your money with Apple’ – September 11, 2006
AP: Time to think different, Apple Mac beats Dell on price, software compatibility, and more – August 23, 2006
Dell profit falls almost in half; announces informal SEC probe – August 18, 2006
Dell cannot compete with Apple’s new Mac Pro price or feature set – August 15, 2006
Bear Stearns: Apple’s new Mac Pro, Xserve pricing well below comparable Dell systems – August 09, 2006
Dell warns of earnings miss; shares plunge 15% – July 21, 2006
Survey shows big jump in consumer interest in buying Apple Mac; Dell takes steep slide – July 06, 2006
Dell warns 1Q earnings will miss mark; shares tumble – May 08, 2006
Apple passes Dell in market value – May 02, 2006
InformationWeek: Apple Mac run Mac OS X, Windows, and Linux; Dell and HP should be concerned – May 01, 2006
Dude, you got a Dell? What are you, stupid? Only Apple Macs run both Mac OS X and Windows! – April 05, 2006
Apple Mac is #1 in European education market, pushes Dell down into second place – February 03, 2006
Steve Jobs emails Apple team: Michael Dell not the best prognosticator, Apple worth more than Dell – January 16, 2006
Fortune: Michael Dell reiterates he’d love to sell Apple’s Mac OS X if only Jobs would license – January 22, 2007
PC box assemblers like Dell and others wish Apple would license Mac OS X – August 31, 2006
Michael Dell say’s he’d be happy to sell Apple’s Mac OS X if Steve Jobs decides to license – June 16, 2005
Fortune: PC makers realize Mac OS X is superior to Windows, they’re wooing Steve Jobs for licenses – May 26, 2005
