Cramer: Apple is behind the destruction of the PC laptop

“Dell’s disappointing quarter is much bigger than just its weak enterprise, Jim Cramer said Wednesday on CNBC’s ‘Mad Money.’ It marks the end of an era — what Cramer calls the ‘great secular decline’ of the personal computer, laptop and netbook,” Kirsten Chang reports for CNBC.

“After Tuesday’s close, Dell reported earnings and revenue that fell far below analyst expectations, prompting its stock to fall sharply. Some blame the poor results on Dell’s management, but Cramer thinks the real problem lies within the shrinking consumer demand for personal computers across the board. Netbooks were down a ‘staggering’ 15 percent, he noted,” Chang reports. “‘Why have a desktop, a laptop and a phone when Apple’s mobile devices make owning a laptop redundant?’ Cramer said. ‘That’s the reason why notebooks and netbooks seem to be going the way of the typewriter.’ Apple’s popular iPhone and iPad products are ‘just lethal for the Dell product line,’ he said.”

Chang reports, “‘When the smoke clears off this miserable Dell quarter, people will realize that Apple’s behind the destruction of the laptop,’ Cramer said. ‘And with that destruction comes a world of hurt for just about everyone, save Apple.'”

Read more in the full article here.

MacDailyNews Take: Meanwhile, Mac sales have outpaced the PC industry as a whole for 24 consecutive quarters and counting.

As we have always said, even as many short-sightedly waved (and continue to wave) the white flag, the war is not over. And, yes, we shall prevail… No company is invincible. Not even Microsoft.MacDailyNews Take, January 10, 2005

[Thanks to MacDailyNews Reader “Tayster” for the heads up.]

43 Comments

  1. DeLL is killing its self. DeLL makes crap and has hunkered down with a software company that makes crap. People see this and prefer Apple wares vs WinDeLL crap!

  2. I agree with iQuack 100%.

    Don’t blame apple, all Apple did was show up with a better product. Blame the companies like Dell and HP who responded by churning out a never ending stream of junk while dismissing Apple the whole time.

    1. Actually it’s not just a better product but a vastly simpler product that will rule the day. Ecosystem is the key. Simplicity and ease of use. The “best” computer is the one you don’t see and Apple is building that through a range of devices. The computer becomes data, not command keys and installers.

    1. Horseshit. It’s a meaningless term, like ‘post-modern’. Desktop PCs will always be useful; desktop personal computers (PC’s) with OSX or Linux or Windows. It’s like saying ‘the death of television’ or something. And here Apple is making….a television? I see the television dying before the PC. Or going the way of the radio…but many of those are still in use.
      So does ‘The Post PC era’ mean Apple will stop making Macs?
      Because Macs are personal computers, aka “PC’s”

      1. @Korgri

        There will be no need for today’s iMacs and Macbooks when iPads also come in laptop and desktop screen sizes and can run whatever app/program is needed as iOS and OSX merge.

        The PC as it exists today with hard keyboard and mouse will be gone. Laptops as they exist today will be gone. Within a few years the transition will be complete. Goodbye PC ‘s and laptops.

        I welcome this transition!

  3. I don’t think desktops or laptops (or any variation thereof) are going to “go the way of the typewriter”. I do agree that demand will fall since for many people a tablet is fine for web surfing, email, and showing pictures. However, I think the large majority of people that do heavy work related tasks will still require a laptop or desktop. Those people may not be in the majority for long, esp since tablets have smaller upfront costs that a decent laptop or desktop. But I do not think extinction of either is on the horizon.

    1. The decline will massively accelerate as the huge numbers of college kids who have already switched to Macs hot the work force. They won’t all go back to using Windows. Not going to happen.

      The days of forcing your employees to use inferior windows is rapidly going to end.

  4. DRMSSDB,

    “Oh, you should never, never doubt what nobody is sure about.”
    from Willy Wonka & the Chocolate Factory
    (quote based on “The Microbe” by Hilaire Belloc)

    Naysayers are short-lived in technology because they lack any imagination.

    “Here’s to the crazy ones. The rebels. The troublemakers. The ones who see things differently. While some may see them as the crazy ones, we see genius. Because the people who are crazy enough to think they can change the world, are the ones who do.”
    Apple’s “Think Different” ad 1997

    1. Sure. Even the Unabomber changed the world. He was crazy, or as some people assert in that ad, a genius?. Some of his old classmates at Harvard recently got a taste of his
      genius-troublemaking, if you have followed the news.
      And if crazy Steve Jobs had been genius enough to treat himself to a cheeseburger here and there (or anything with protein on a regular basis), he’d probably still be with us.
      It’s why his doctors told him he had to eat something…
      ..or did none of you yobos read all of the Isaacson book?

      1. Korgri
        You can take any quote out of context. The add talks about those who create and make things better not the crazies who injure and destroy.

      2. The Unabomber did not change the world in any way. He selfishly destroyed the lives of a few people for his own egotistical purposes, but we see politicians and other terrorists doing that every day. Being crazy is a necessary, but not sufficient condition to change the world. You have to persuade the world to come along.

          1. Hadn’t thought about that angle. There’s a way to fix that real quick. Have a bunch of old farts (like me) turn out in hoodies for a few months. That’s a sure way to end any fashion trend.

  5. Steve continues laughing from Heaven. Computers and laptops will thrive and actually make a comeback — and they will be Apple computers. And other amazing Apple devices not yet out 🙂

  6. Back in 2007, Steve Jobs said, “There’s an old Wayne Gretzky quote that I love. ‘I skate to where the puck is going to be, not where it has been.’”

    What he didn’t say was what he was going to do when he got there.

    Microsoft, Nokia, RIM, Palm, OQO, HP, Dell, Asus, Samsung, Sony et al have now seen at their expense, the full-force result of the action Steve Jobs and Apple wreaked from not just having skated to a point of the “tablet puck” but shot on to score from there with the iPad!

    That’s formidable. It’s called delivering a seismic shock in the market place. And even “putting a dent in the universe”.

    Pivoting off in a different direction as I skate onward in my commentary, I sincerely hope Apple continues to set its own agenda and doesn’t fall victim to Wall Street expectations now that Tim Cook has relented to some of the pressures from that source.

    This is an important point for Mr Cook to note: over the last decade or so, each of the above competitors paid Wall Street more attention than Apple and yet Apple came out on top.

    So don’t follow the herd!

    Resist the pressure from speculators who are merely interested in a “position” in Apple stock.

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