More from Dell's FQ3 call and slides: Large enterprises (-8% Y/Y, +5% for enterprise solutions)...

More from Dell's FQ3 call and slides: Large enterprises (-8% Y/Y, +5% for enterprise solutions) are said to be deferring discretionary IT purchases; that's backed up by October's earnings reports. Dell was a little more positive about SMBs (-1%, +15% for ES). Sales of DCS servers, used by Internet companies for "scale-out" deployments, rose 126% Y/Y. Networking +40%, boosted by Force10. More than one analyst suggested a big change is needed in PC strategy: cost cuts, price cuts (to maintain scale), and a retreat from the consumer market were among the suggestions.

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Comments (2)
  • Island_Dweller
    , contributor
    Comments (641) | Send Message
    You can practically hear the tumble weed lazily drift by.
    16 Nov 2012, 12:12 AM Reply Like
  • Arkeh Capital
    , contributor
    Comments (355) | Send Message
    Just to end selective negative News read:
    1) MSFT has reported calendar Q3 already
    2) Dell always stressed that OS Change (W8) was one of the factors behind weakness; them staying away from low Price Points in PCs another
    3) Dell said they are very encouraged by early consumer interest in touch PC devices
    4) Dell is hopeful for their Latitude 10 to be very interesting for companies due to several attractive characteristics for Business users
    (Adjust XS cash from share Price and MSFT trades <8x 2013 Consensus earnings.)
    16 Nov 2012, 08:36 AM Reply Like
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