rajeev bajpai

Dell, Lenovo and Acer Scramble For Relevance

Lenovo is definetly struggling in their endevour owing to their execution issues in rest of the world and the onlysaving grace for them is China. Dell has changed the strategy since their existence by embracing the two tier distribution. This should compliment their direct business and make them gain a few marketshare points in the SMB segment. However Acer continues to demonstrate their fast and better execution then both lenovo and dell which is also seen in their share price.

They have a good product portfolio. On the only growing segment in the PC industry (Netbooks) they have a commanding market share (now in excess of 30%) and by way of their continued expansion in the notebook PCs they have displaced Dell as the number 2 vendor. They have also launched smartphones post their acquisition of E ten , which is again the only growing segment in the mobile market.