Dell has won cautiously upbeat reviews for an aggressive bid to reinvent itself from a vendor of commodity products, led by PCs, to a stronger competitor in higher-margin equipment and services used in the data centers and other corporate applications.
But it’s been a tough strategic switch for Dell…
Analysts say Dell could show some improvement in the corporate IT market, especially with servers based on Intel Corp.’s INTC -0.38% new Romley processor.
“We expect Dell to continue losing share in the PC market, while its sales of enterprise solutions will take time to ramp up,” Lamba wrote. “Our checks indicate that there was strong momentum behind Romley-based servers among small and medium-sized businesses during the quarter, which should help partially offset the slowdown in PCs.”
The second half of the year is expected to be a critical period for the PC industry in general with the roll-out of Windows 8, Microsoft Corp.’s MSFT -0.52% new PC operating system.
(Curated by Dennis Moore. Read the complete article here)