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Michael Dell Dismisses Tablet Threat To the PC Market

alphadogg writes with an excerpt from a Network World article: "The PC is not likely to be challenged by the tablet or the smartphone, and many users of the Internet on these devices will turn to the PC for a better experience, Michael Dell said in Bangalore on Monday. If you were going off to college and could only have one device, you would choose the PC over a smartphone or a tablet, said Dell, whose company also sells smartphones. 'If you could have two devices, then you would probably choose the phone before the tablet,' the Dell CEO added."

66 of 352 comments (clear)

  1. Also, if you owned Apple by Anonymous Coward · · Score: 5, Funny

    You would probably want to shut it down and return the money to the stock holders.

    1. Re:Also, if you owned Apple by Anonymous Coward · · Score: 4, Insightful

      And being average is why his company is now sinking.

    2. Re:Also, if you owned Apple by hairyfeet · · Score: 5, Interesting

      Not to mention how many CEOs had Bill Gates' home number and could call and say "Bill give me a hand" and actually have him do it? Oh Gates wasn't doing it to be nice for sure, he knew if Apple went tits up that antitrust was gonna rip him a new asshole, but despite the fact Apple guys HATE to admit this Gates really helped to calm the market and get developers back on board with Apple. Remember at that time the investors were shitting kittens and the stock was doing lousy thanks to all those "Is this the death of Apple?" stories being run at the time but when Gates showed up and said to the effect 'We believe Apple has a bright future so we are gonna invest in their stock and make sure Microsoft software is available to the Mac" a LOT of developers and investors said "Hey, if Gates thinks there is money to be made there maybe there is!". Of course the money was a pittance compared to what Apple had but it was the act that helped to calm the panicked market.

      As for TFA? anybody that says the tablet is gonna wipe out the PC has been slurping too much koolaid, it would be like saying 'This new moped will wipe out the trucking industry!" and is just as dumb. Wanna know why PC sales have slowed? Its because PCs have passed "good enough" several miles back and the simple fact is they are now insanely overpowered compared to most of the jobs folks have. I got rid of my full size laptop for a $350 AMD E-350 netbook, why? Because the full size was frankly overkill and in fact the E-350 is overkill for what i need on the road but its smaller and lighter. Hell my mom has the slowest PC in my family and its a fricking 3.06Ghz Celeron and all she does is play Age Of Empires and look up recipes! In just my family we are up to FIVE desktops and THREE laptops, what would we need more PCs for?

      Tablets are selling because they are new and there are still folks that want one that haven't got one, that's all. With PCs the OEMs got used to everyone chunking every 3 years thanks to the MHz wars but the wars are over and even the lowest AMD or Intel dual frankly twiddles its thumbs a good 90% of the time because the things folks are using them for simply doesn't need THAT much power. Hell my kids have been gaming for the past 4 years on Pentium Ds and are just now reaching the point where games need more power, I slap in a $120 AMD triple core bundle and they'll probably get at least another year or two before i need to toss their HD4850 GPUs. There just aren't any killer apps that are requiring folks to chunk and with Windows getting a decade or more of support there just isn't a point tossing before EOL anymore. Name one job your average non gaming Joe Blow is gonna have that is gonna stress even the bottom of the line AMD triple huh? Mafia Wars? Farmville? Their FB page? Most of my customers buying now simply won't replace their PCs again until Win 7 hits EOL in 2020 so no shit PCs aren't gonna sell like tablets, there is too much power as it is!

      TL:DR? Give tablets a few more years, to where even the bottom of the line one is a dual core or better and does 1080p and watch how quickly the market slows down. Most of my customers that bought tablets are using them for glorified eReaders simply because they fricking hate writing on the things, nothing beats a keyboard for text.

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    3. Re:Also, if you owned Apple by tlhIngan · · Score: 3, Insightful

      Not to mention how many CEOs had Bill Gates' home number and could call and say "Bill give me a hand" and actually have him do it? Oh Gates wasn't doing it to be nice for sure, he knew if Apple went tits up that antitrust was gonna rip him a new asshole, but despite the fact Apple guys HATE to admit this Gates really helped to calm the market and get developers back on board with Apple. Remember at that time the investors were shitting kittens and the stock was doing lousy thanks to all those "Is this the death of Apple?" stories being run at the time but when Gates showed up and said to the effect 'We believe Apple has a bright future so we are gonna invest in their stock and make sure Microsoft software is available to the Mac" a LOT of developers and investors said "Hey, if Gates thinks there is money to be made there maybe there is!". Of course the money was a pittance compared to what Apple had but it was the act that helped to calm the panicked market.

      Exactly. That's the ENTIRE purpose of Microsoft's $150M "investment" in Apple. It was an investor confidence move, and not a move that was to save Apple. (Remember, Apple paid $430M for NeXT. Surely if Apple needed, Jobs could've found $150M in spare change from that).

      Microsoft sold that stock when they could a few years later for 3 times as much money.

      Steve Jobs knew he needed to calm the markets, and what better way than going after the world's largest software manufacturer to make some investments. The money was trivial. The biggest news was development of Microsoft Office for Mac and IE. (The Mac Business Unit at Microsoft at one point had a nicer version of Office than Windows' Office).

      Of course, a Microsoft-hating Apple user wouldn't admit it, but they wouldn't admit that Apple "needed" that $150M either. In the end, that whole $150M was just an investor confidence thing, coupled with Microsoft's commitment for at least 5 years of developing Office for Mac.

      Jobs just reached out to one of this oldest associates knowing they both had problems - Microsoft and antitrust, Apple and investor confidence, and cunningly engaged in a plan that mutually benefits both.

    4. Re:Also, if you owned Apple by Truedat · · Score: 2
      You in fact debunked the strawman assertion that the tablet will wipe out the PC, whereas if you had read TFA, what Michael Dell actually said was:

      The PC is not likely to be challenged by the tablet or the smartphone, and many users of the Internet on these devices will turn to the PC for a better experience, Michael Dell said in Bangalore on Monday.

      From my experience this is false: I know of many who are holding off upgrading to the latest and greatest PC and in some cases where households used to have multiple PCs for family members, are reducing down to a single model. Admittedly this is based on my own very small sample, but if it holds true on the wider stage then that would certainly represent a challenge.

      If this is indeed a genuine trend then PC designs in the not too distant future would become less viable due to losing the economies of scale advantage, relegating them to a more expensive niche market.

    5. Re:Also, if you owned Apple by Ihmhi · · Score: 2

      Really? I'd say it's a mix of a few things. The only thing that isn't average about Dell nowadays is their incompetence.

      First, we have them essentially giving up on what made them great - custom computers tailored to their customers needs and getting financing thereof. You could talk with a Dell Agent over the phone and end up with something that was perfect for you. Buy a Dell after 2004-2005 and the quality is noticeably just not there anymore.

      Secondly, we have their lovely proprietary parts. One of my customers had a Dell from that golden era - around 2003-2004 - and 2 gigs of RAM (two sticks of 1024) cost approximately $189. I could otherwise have purchased 10 gigs of RAM for any other computer of the era at that price.

      They actually make it really difficult to upgrade. My old roomate had an Optiplex... GX280, I think. It was a "slim" case, looking something similar to this. He wants to buy a new graphics card (thank goodness that Dell couldn't figure out how to make THOSE proprietary), but after looking at the system specs I realized that the stock 150W (!) power supply probably couldn't handle a newer card. Just buy a bigger power supply, right? Nope, it's a special piece of hardware in a unique size. There *are* no other power supplies for that size. Once I told him the options were basically to try and jury rig a new case because otherwise a new power supply would have to sit outside of the case, he elected to just buy a new computer altogether.

      I know it seems like I'm railing against Dell (and honestly, I am). They've done a lot of fantastic things over the years. Their netbooks of recent years seemed to be a fair bit more sturdy and powerful than those of competitors, and a guy of my size really appreciated the larger keyboard. Even so, I recognize that they're going down the gutter. It's sad in a way, and it frustrates me every time I have to deal with one of their machines because they just aren't as good as they used to be.

    6. Re:Also, if you owned Apple by CheerfulMacFanboy · · Score: 2

      Not to mention how many CEOs had Bill Gates' home number and could call and say "Bill give me a hand"

      ... or you will lose billions for the Quicktime code you stole.

      On March 3, 1995, a Federal judge issued a temporary restraining order that prohibited Microsoft from distributing its current version of Video for Windows. Later testimony in the United States v. Microsoft case revealed that, at the time, Apple was threatening Microsoft with a multi-billion dollar lawsuit over the allegedly stolen code. - fucking Wintrolls.

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  2. He's probably right. by icebike · · Score: 5, Insightful

    Trying to do much REAL WORK(tm) on a tablet is an exercise in frustration. By the time you add a keyboard and mouse so that you can be even marginally productive you might as well get the tablet so that you can work even where/when there isn't a wireless network.

    The tablet's niche is on the couch or the train or the bus.

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    1. Re:He's probably right. by Mashiki · · Score: 2

      He is right. Though they are a threat to consoles, and other handheld gaming devices.

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    2. Re:He's probably right. by Captain+Splendid · · Score: 4, Insightful

      No he's not right. Since the 90s, the "Computer" business has been primarily consumer driven. Which, for the majority of the population, is no longer a desktop, and less and less a laptop.

      If Michal Dell wants to ignore the the metrics that made his company a household name in the first place, that's pretty damned stupid.

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    3. Re:He's probably right. by icebike · · Score: 4, Insightful

      Sorry, why are you adding a mouse?

      Because keyboard and touch screen is a combination that just doesn't work. I've tried it, and found it just easier to add a bluetooth keyboard and mouse combo rather than reaching across my keyboard to touch the tablet all the time. Touch screen cursor placement is finicky on the best of tablets. And any amount of typing beyond the short email is a hopeless productivity killer.

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    4. Re:He's probably right. by MightyYar · · Score: 5, Insightful

      Trying to do much REAL WORK(tm) on a tablet is an exercise in frustration.

      What you say is true, but for most people, "real work" means text editing, taxes, Quicken, maybe some photo organizing. Any computer made since 2006 is more than adequate until XP goes dark in 2014. If people get on an 8-year upgrade cycle for desktops/laptops, Dell is in for a real hard decade.

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    5. Re:He's probably right. by bonch · · Score: 4, Insightful

      The problem is that a very large amount of people don't do what you would consider "real work"--they only want to check email, browse YouTube, and visit Facebook, and they only have PCs because it was the only way they could do those things previously. Michael Dell has a vested interest in telling people that PCs will rule forever, but I have to tell you, having a portable computer that you don't have to spend hours of maintenance on every week is really, really nice, especially in bed or on the couch.

    6. Re:He's probably right. by the_B0fh · · Score: 4, Interesting

      At work, there's a couple of VPs whose passwords expired because they haven't logged in to their windows PC, but have been using their ipad/iphone for everything.

      So, different uses for different people.

    7. Re:He's probably right. by Billly+Gates · · Score: 2

      Maybe in the US you are right.

      Check out internet usage in a poorer country that thrives on internet access compared to the US?

      India cited is just an example of where by this spring more Indians will use IOS or Andriod to read the news, browse the net, and do other things than a desktop!

      The US is a mature market where people only buy new equipment when it breaks down. No growth market here. Just look at backward corporate America being run by CFOs dirt cheap on believing any investment in tech like newer than IE 6 is always an expense and not an investment? Consumers are poorer now than ever and feel no need to upgrade. India in comparison is a HUGE growth market, as well as the rest of Asia and Eastern Europe and is where the money is. Dell will only be relevant in some offices and government buildings, while their citizens will prefer tablets, phones, and netbooks. Also most employers in these countries are much smaller and do not mind running it on a phone or tablet unlike the US. They simply do not have the capital to buy 2-3 desktops running full versions of Office, Quickbooks, Windows etc.

      If Michael Dell wont tap into that market a competitor will. I would sell Dell stock if I owned any right now. You can hate tablet UIs like Metro all you want. The real money is in these devices and PC is going the way of the mini computer and mainframe FAST.

      The keyboard and mouse is probably going to go away too as Windows 8 is frustrating and almost useless with it. We will all be using our screens as big cell phones running only one app at a time, unless MS makes BIG changes to metro like porting the taskbar. Without that and overlapping Windows I am holding out on Windows 7 myself. However, if I were only making $4600 a year in India, a smartphone would be a much better bet for me.

    8. Re:He's probably right. by DogDude · · Score: 2

      Since the 90s, the "Computer" business has been primarily consumer driven.

      And this information comes from...?

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    9. Re:He's probably right. by Grishnakh · · Score: 3, Insightful

      What makes you think he was ever all that smart? Dell didn't get to where it is through innovative products; it got there through, at best, innovative and efficient manufacturing and ordering and low prices. They made it easy to configure a PC or server exactly the way you want it with a large array of options, and purchase it, with a very low price. There's no product innovation there, their products were nothing more than white-box PCs. They just made it easy for people to buy them. Plus, they started with desktop PCs and later added servers and laptops; they followed the market. Did Dell ever create anything innovative or lead the market in any way (I mean, create a new market the way Apple did with the iPad, where many others tried to sell tablets and make them popular and no one cared, but then Apple made one and suddenly it's a whole new market and not some tiny niche)? Nope. They're like Walmart: they see stuff that other people are doing, copy it, and try to do it a little better and more efficiently and with lower prices and profit in the process.

      Now it looks like they're getting a little set in their ways. Or, maybe he has the right idea: maybe he knows that if he tries to make a copycat tablet and sell it, that it's just going to bomb, since it seems that for whatever reason, only the iPad is actually selling like gangbusters in the tablet market. Part of this may be the tie-in to the Apple app store, which effectively locks out competition since you can't run iOS apps on non-Apple machines. So instead of trying to do a me-too product and fail, or just ignoring it altogether, he's trying to downplay it and convince people to stick with the products his company is good at. Remember, part of the job of a CEO is lying to people just like a salesman, to try to sell his company's shit, except worse since a CEO's public remarks can have huge effects on both his own company and the marketplace.

    10. Re:He's probably right. by artor3 · · Score: 3, Informative

      You're assuming consumers never do real work, which is not a good assumption. Lots of people need to work from home now and then. And not just the people in techie professions, but teachers and reporters and managers and so on. None of those people will choose a tablet in place of a PC. And then there are the tens of millions of people who play video games like WoW or CoD. And there's the ever growing blogging world, whose members would likely prefer to write up their posts with a real keyboard.

      Tablets represent a real threat to the laptop market, and may outright kill the netbook. But the PC has some major advantages that will allow it to remain the top choice for most people (who may also buy a tablet to go along with it!), at least until we get a sufficiently good docking system that can allow a tablet double as a PC.

    11. Re:He's probably right. by Grishnakh · · Score: 2

      And it's not hard to see a world in which high end students using campus provided labs for the big stuff, and tablets for everything else.

      Actually, that's pretty hard to see for me. Back in the old days (pre-90s), colleges did indeed have computer labs, since students certainly couldn't afford their own Unix or Prime machines back then, and Commodores weren't really sufficient for teaching CS classes or for use with more serious applications like registering for classes. But then, through the 90s, the computer labs slowly disappeared, as students bought their own PCs that were now more capable. Before long, colleges required students to have their own computer, so many of them had to sign up for loans to buy a PC. With all the students having their own computer and network access, why would a college need to spend money equipping and maintaining a computer lab? For printers? Nope, they just tell the students to go buy an inkjet.

      I graduated in 1997, but I imagine that computer labs are pretty rare these days. After all, why spend all that money to provide some capabilities that students can just buy at Walmart or Best Buy or Dell.com, when you can use the saved money to give the University President a big raise?

      Now you're saying that colleges should bring back their computer labs so that students don't have to carry as much stuff around? Why would they do that? College costs have been rising massively over the last 10-20 years (and coincidentally, Univ. President salaries have shot through the roof in that time), so obviously colleges don't care much about how much financial burden their students are under, they expect them to just go get giant student loans to pay for it all. Why would they provide a service of questionable utility to students when they can just require the students to buy a laptop and printer themselves?

    12. Re:He's probably right. by Billly+Gates · · Score: 2

      "Michael Dell has a vested interest in telling people that PCs will rule forever"

      Well he also should have a vested interest in making sure he does not miss out on the tablet market which is Dell's number one threat.

      Take a look at this statistic from poorer, but high-tech India? Yep, that is right. By April more Indians will use a phone/tablet than a desktop to browse the net, answer emails, run skype, etc.

      Asia, Africa, and Eastern Europe is where the growth markets are. These people will use phones and not PCS for internet access as this link shows.

      Even back in the 1st workd, once people realize you do not need a big expensive bulky crappy Windows desktop they will stop using them. Then what Dell? I hope it has a plan?

      IBM tried to stop servers, spread FUD showing every business with more than 50 people needs a mainframe, etc. How well did that work?

    13. Re:He's probably right. by hey! · · Score: 5, Interesting

      Real work? Depends on what you mean. A new tool often *redefines* what "real" work is, although we'll have to wait and see. I certainly see tablets taking over much of the information *consumption* tasks done on a desktop computer.

      This is how it has always worked. We didn't stop using mainframes when minicomputers came along; some of the tasks that used to be done in major datacenters were moved out to smaller installations and big iron actually bifurcated into two new market segments, each larger than the parent: high performance computing for weather prediction and such, and mainframes for moving vast volumes of data around ultra-reliably.

      When PCs came along people stopped doing most interactive work directly on mini-computers via dumb terminals. We renamed "minicomputers" "servers" and focused them on providing data services to personal computers. The market for servers is certainly far larger than the mini-computer market was in 1981 when IBM introduced the PC (or in 1977 when Apple introduced the Apple II).

      What happens when a new product category is created is that it becomes an area of fast growth, which sucks *attention*, but not necessarily profit from the old ones. It may in some cases spur growth, as desktops spurred the growth of the server business. The days of almost guaranteed exponential growth are long gone in the PC business, but it is possible that tablets rather than cannibalizing the PC business, will re-focus it.

      At least probably. Predicting the future is hard, especially since we're dealing with *two* emergent techologies: really capable mobile devices and cloud services over ubiquitous networks. But *historically* when a class of smaller, cheaper, more convenient computing devices is created, what *had* been the low end segment doesn't really suffer. On the other hand individual firms (like DEC or Wang) *do* suffer when they fail to adapt to changes in the markets they were successful in.

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    14. Re:He's probably right. by aristotle-dude · · Score: 4, Interesting

      Trying to do much REAL WORK(tm) on a tablet is an exercise in frustration.

      Do you mean like a doctor at a hospital looking at CTC scan or chart? Do you mean like a plant of warehouse working checking inventory? A meeting attendee reviewing meetings notes/annotating those notes? Is it not real work for someone to show their client a prospectus on a tablet and being able to make quick alterations on the device while meeting with them? What do you define as "real work"?

      I would think that it would be equally frustrating to work with a laptop without a wireless connection. Many tablets like the iPad 2 come in 3G cellular data models so that takes care of the lack of "wireless".

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    15. Re:He's probably right. by brentrad · · Score: 2

      Granted it's not built right into the tablet so slightly less convenient, but it's super easy to connect a Wii controller (including Classic Controller) to a tablet via bluetooth, using a free app from the Market (no root required.) Works great with emulators, and a bunch of Market games. And Android since 3.1 includes USB gamepad support (if you have USB ports, like on the Asus Transformer keyboard dock or built into some like the Acer tablets. Just grab your tablet and Wii controller, and you can play Super Mario 3 on the couch or anywhere. :)

      I've found myself gaming a lot more (even purchasing games, which is unprecedented for me) since I've bought my tablet. I think it helps that a) the tablet does a LOT more than just gaming - which is likely why I never purchased a handheld console, and b) tablet games tend to cost in the $5 range, rather than the $50 range that most console games cost.

      FPS though? I'm just not interested. Platformers now...lots of good ones on Android.

    16. Re:He's probably right. by brentrad · · Score: 2

      Sorry, why are you adding a mouse?

      Because keyboard and touch screen is a combination that just doesn't work. I've tried it, and found it just easier to add a bluetooth keyboard and mouse combo rather than reaching across my keyboard to touch the tablet all the time. Touch screen cursor placement is finicky on the best of tablets. And any amount of typing beyond the short email is a hopeless productivity killer.

      I completely disagree. I've turned off the touchpad on my Asus Transformer, and decided I really didn't need to get a bluetooth mouse for it. Keyboard dock + touchscreen for navigation is a killer combo in my experience. Reaching out to swipe your finger down the screen is infinitely more natural (and quick) than using the mouse to grab the scrollbar then drag to move the window. With the keyboard only being...what 6 inches deep?...you're not really reaching very far to get to the screen.

    17. Re:He's probably right. by drsmithy · · Score: 2

      The point is that a tablet is a _complementary_ device. Few people would, if forced to choose, select a tablet as their *only* "computer".

    18. Re:He's probably right. by Junta · · Score: 2

      If I were playing a FPS, I'd need a mouse. If I'm doing almost anything else, trackpoint so my hands never leave my keyboard (pointer just beteer 'g' and 'h'). Not much of a middle ground to me. Touchscreen only makes sense for me when it's the only input method. I don't want my hands moving back and fourth between input devices.

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    19. Re:He's probably right. by mjwx · · Score: 3, Insightful

      And this information comes from...?

      Personal histories, mine and thousands of other geeks I've talked to over the decades. Thousands of articles and editorials over the same span, etc.

      Seriously, this is not a [citation needed] occasion. If you've been in the biz long enough, this is basic stuff.

      No it isn't a [citation needed] moment, Dell and HP are the worlds biggest PC manufacturers because they are big in the business world. The consumer world is tiny compared to that.

      The consumer is the poor cousin to business, businesses drive sales.

      I've been in the Biz long enough to know that, it's basic stuff.

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    20. Re:He's probably right. by Anonymous Coward · · Score: 2, Informative

      Keyboard with my iPad means I can do all the real document work I need to, at laptop speeds.

      On your undersized keyboard with your tablet precariously balanced ... somewhere ... and without a pointing device.

      Yeah, I'll bet that'll get you to "laptop speeds", lol.

      I'll bet you also love paying three-times the price of a netbook for less than half of the functionality. Moron.

    21. Re:He's probably right. by drsmithy · · Score: 2

      PDFs download just fine to my iPad and run in a PDF viewer. iBooks is my personal choice but there are many others.

      I never said they wouldn't download just fine. I said trying to interact with multiple ones, along with other sources of information, on an iPad, is vastly more cumbersome than doing it on a laptop or PC. iPads don't multitask well.

      Again, iPads can't cover all edge cases [...]

      I don't think I've described anything that can reasonably be considered an "edge case" usage scenario.

      That's also not to say a good laptop isn't a better tool for some people. If a student can comfortably afford an Air or a PC notebook, by all means, having the bigger screen is nice if you're willing to sacrifice portability. Where the iPad is really catching on is with students who would be using Netbooks (which were pretty large numbers.) An iPad is more portable than a netbook, and the software is better tuned for performance on lower end hardware (Windows 7 is still fat on a netbook.)

      Again, I think you're describing its use as a complementary (iPad in the lecture theatre, laptop or desktop at home), rather than single, device. I would be very surprised if any significant number of students didn't have a laptop or desktop PC at home, weren't going into computer labs to use them, or something similar (I think the same thing about Netbooks as well, FWIW, they've never struck me as a good "single device").

    22. Re:He's probably right. by aXis100 · · Score: 2

      Exactly, most of those examples are edge cases, and those same people would go back to their desktop or laptop whenever they have to do anything more significant.

      Tablets have some really great uses, no argument. It's just that those great uses are really limited.

    23. Re:He's probably right. by evilviper · · Score: 4, Insightful

      The problem is that a very large amount of people don't do what you would consider "real work"--they only want to check email, browse YouTube, and visit Facebook,

      That's not everything most people do. That's 95% of what most people do, and all they think of, but losing the other 5% becomes a real killer. Manipulating photos, video, having terabytes of storage, printing out coupons, printing out most anything, audio capture/editing, etc., etc. I've yet to meet someone who doesn't have one major niche purpose for their computers.

      but I have to tell you, having a portable computer that you don't have to spend hours of maintenance on every week is really, really nice,

      What the hell kind of maintenance are you doing for hours every week? If you're talking about security updates, well you're in for a big surprise when worms for iOS / Android start spreading. If you're talking about disk cleanup, well having a piddly amount of storage is a huge negative, not a positive that you can't do it anymore. Other than that, I can't think of what "maintenance" you need to do all the time.

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    24. Re:He's probably right. by sonicmerlin · · Score: 4, Insightful

      Dude, what you described *is* innovation. It's like the Japanese bringing just-in-time manufacturing to the auto industry. It's just supply side innovation, rather than client-side.

    25. Re:He's probably right. by Gen-GNU · · Score: 2

      Trying to do much REAL WORK(tm) on a tablet is an exercise in frustration

      I have seen quotes similar to this by several CEOs, including from Microsoft. I really think this more than anything shows a lack of vision. We currently have laptops with docking stations that people can set up to use both a "desktop computer" they carry easily from work and home. While these are ok, they are typically limited to a specific make (and often model) of laptop. A shift to a more generic docking station is hopefully not too far off. As the processor market continues to evolve, I think we will start to see something similar for tablets. While on the go, you can maybe do simple things, like browse the web, etc. When you get home or to work, it plugs in and becomes your computer. Longer term, the same may be true even for phones, although that may be a decade or more from now.

      I can imagine buying a "monitor" with a sort of universal phone jack on the back of it. You get one for home, work provides one at the office. Coffee shops install a few of them for pretentious writer types. You carry your computer with you as you do a phone now, and wherever you go you plug it into a monitor that has a keyboard & mouse. Imagine if every computer you logged into (by connecting your phone) had the same OS, desktop, all of you files, applications, contacts, internet connection (from the phone), etc.

      Dismissing the tablet (and phone) as never replacing the computer is probably short sighted. Will there still be high end systems? Of course. Some consumers will always either have or want more processing power, be it for regression modelling, compiling, ego boosting, or whatever else. For the majority of people.. if you can buy a phone that has the processing power to do everything you need, buying a full power PC becomes a lot less interesting.

    26. Re:He's probably right. by rrohbeck · · Score: 2

      The last system that *really* failed on me was a Dell desktop whose PSU went up in smoke when the cheapo fan stalled. It was about 6 years old. HDDs are easy to replace but those PSUs are generally proprietary in some way. Only in real nonames do you find generic ATX PSUs.

  3. Only a threat in multiple computer households by pavon · · Score: 4, Interesting

    Agreed. On the other hand, I imagine that a fair number of the tablets sold went to people who were thinking about buying a laptop/netbook as a second computer, but then opted for the tablet instead.

    1. Re:Only a threat in multiple computer households by Synerg1y · · Score: 2

      Hmm, at least in IT, a laptop is usually highly desirable so most ppl have em, but a lot of people especially recently have acquired tablets as well, the tablet is more convenient for some stuff, especially network related, where local cpu doesn't matter. It's also great for taking notes, keeping organized, etc...

      I guess it can be compared to a laptop / netbook (more the latter), but I think it's more to supplement the former. Also try comparing an ipad to an ibook to better picture it, the former is not a replacement for the latter.

    2. Re:Only a threat in multiple computer households by realityimpaired · · Score: 4, Insightful

      Michael Dell is usually right about that kind of thing. That's not because I'm any kind of fangirl, or because I used to work for him, just that he's historically been pretty good at predicting market trends. You said it yourself... it's a good replacement to a *second* computer, but you still need a real computer to type documents and actually create content for. Especially at a school.

      What I'd like is a modern version of the "tablet" computers that Lenovo was selling 8 years ago. The kind where you could flip the screen around and use the thing as a tablet, or you could open it up and have a working laptop? Couple that with an ultraportable 13" laptop that tips the scales around 3lbs, and they could make a ton of money on it. Wouldn't even be that hard, they'd just have to rearrange the hinge design on the laptop I have right now (a Dell Vostro V130), and replace the LCD with a touchscreen. I'd even be willing to accept one that requires a stylus instead of finger input. It would be hugely useful. I would be willing to accept the extra bulk inherent in that kind of design in exchange for the increased usability, and I'd still have something that's more portable than the heavier 15" or 16" laptops most people buy.

    3. Re:Only a threat in multiple computer households by iluvcapra · · Score: 3, Interesting

      Michael Dell is usually right about that kind of thing. That's not because I'm any kind of fangirl, or because I used to work for him, just that he's historically been pretty good at predicting market trends.

      Michael Dell got ahead of this one: direct-marketing PCs works as a business model, and commoditization makes PC hardware mainly a supply chain management business. That was in 1984 and he rode this insight to victory!

      Aside from that, it's been mostly misses, he's been cursed ever since he gave his free advice to Steve Jobs in 1997. He might occasionally prognosticate but he doesn't put his money where his mouth is. Dell completely misread media players and mobile, and its market share and profit margin off PCs has been in decline for years. It has not service or cloud strategy, no content strategy, no real brick and mortar retail, something hardware manufacturers have been getting into over the past decade. It's a mess, it's like they're still in 1997 and have their sights dead-set on Packard Bell.

      --
      Don't blame me, I voted for Baltar.
    4. Re:Only a threat in multiple computer households by mjwx · · Score: 2

      Michael Dell is usually right about that kind of thing. That's not because I'm any kind of fangirl, or because I used to work for him, just that he's historically been pretty good at predicting market trends. You said it yourself... it's a good replacement to a *second* computer, but you still need a real computer to type documents and actually create content for. Especially at a school.

      This,

      Ask yourself,
      1) Who is Dell's primary audience?
      2) Who is the tablets primary audience?
      3) Which one of these has more money to spend?

      Dells primary audience is business, tablets are consumer items and rarely used in businesses. Business budgets tend to be much higher then consumer budgets, they also turn over computers much faster. Michael Dell knows his audience, as much as the Apple fanboys hate to admit it and he's been quite successful because of that. Dell is still the number 2 PC maker in the world, second only to HP and both HP and Dell can attribute this success to corporate customers.

      He's right, tablets are not a threat to traditional PC's.

      What I'd like is a modern version of the "tablet" computers that Lenovo was selling 8 years ago.

      Toshiba make these, I think the Satellite U series. I no longer work in GIS so I've lost track of specific models. The current wave of consumer tablets have done nothing to damage the tablet market that has existed for years with mining and emergency services. Tablet PC's are common in these vehicles.

      --
      Calling someone a "hater" only means you can not rationally rebut their argument.
    5. Re:Only a threat in multiple computer households by Man+On+Pink+Corner · · Score: 4, Insightful

      Dells primary audience is business, tablets are consumer items and rarely used in businesses.

      Yeah, I remember when people around here used to say that about iPhones.

    6. Re:Only a threat in multiple computer households by Altus · · Score: 2

      I remember when people said that about desktop computers.

      --

      "In America, first you get the sugar, then you get the power, then you get the women..." -H. Simpson

    7. Re:Only a threat in multiple computer households by symbolset · · Score: 2

      No matter how wonderful it is, there's going to be somebody that doesn't care for it.

      --
      Help stamp out iliturcy.
    8. Re:Only a threat in multiple computer households by Y-Crate · · Score: 2

      Dells primary audience is business, tablets are consumer items and rarely used in businesses.

      Try working in broadcast media.

  4. By the same token by hardtofindanick · · Score: 5, Interesting

    If you were going off to college and could only have one device,

    Let's turn that around:
    If you were home, which device would be the first to pick?
    If you were at the beach, which device would you pick?
    If you were on a train which device would you pick?

    It is kind of obvious that PC is for work and tablet is for fun. No clear winner here.

    1. Re:By the same token by Anonymous Coward · · Score: 2, Interesting

      You should tell the couple thousand nurses that work for us that their iPads are only for fun

    2. Re:By the same token by qualityassurancedept · · Score: 2

      If I were home, I would use the desktop computer I have at home. So I wouldn't take anything. If I were at the beach, I would use a pen and a pad of paper. If I were on a train, I would read a newspaper or write on a peice of paper. I don't need to buy several thousand dollars of electronics to meet these needs. I think the cell phone contract is the model every company would like to emuiate ultimately. I pay almost $1000 a year for a phone + network access. If only they could get something like that kind of revenue going for what most people now consider to be a "laptop" then it would be golden. Of course, the idea would be to sell everyone on both (or muiltiple) devices, so that instead of buying a laptop every couple of years for $700, they get us all on the treadmill of multiple devices and network access for everything we now use a computer for. This idea that I need to take something like a laptop or table to the beach is sort of weird, but all they need to do is convince 20 million people globally that is is a necessity and they are making a lot of money off it.

      --
      if your life is such a big joke then why should I care?
    3. Re:By the same token by symbolset · · Score: 2

      Actually, nVidia just did that at their CES keynote. True, there was a PC involved but it didn't need to be in the room.

      --
      Help stamp out iliturcy.
    4. Re:By the same token by fermion · · Score: 3, Insightful
      I believe there was a company named Gateway that built very nice and inexpensive dekstop computer. No one though that laptops would overtake desktops because who would buy a throw away machine the could not be upgraded and was usually slower and less responsive than an equally priced desktop.

      In 2007 laptops sales were overtaking desktop sales and by late 2008 in the US laptops outsold desktops. The reality was that most people did not want to upgrade machines, that the MS issue made buying machine cheaper than upgrading, and that $400 for 2 or three years of use was not outlandish to many. The simplicity of the machines made the popular. Somethings could not be done on the machine, but enough could. Coincidently, Gateway, who assembled desktops, sold itself at a bargain price around that time, and one unit was defunct by 2009.

      Unimaginative and backward thinking business types think consumer attitudes will never change and the way things are done now will always be the way things are done. I don't know if I would ever move to a a tablet for my primary machine, but I do know that several years ago i moved to a laptop as my primary machine, having retired my desktop. Even more interesting is i have almost retired my 17" laptop and use a MacBook Air for the vast majority of my work. All my daily computing resources fit into a case that is about the size of a sunday magazine and a few inches thick.

      I would argue that Dell needs to do something creative at this point. It is not doing badly but has seen no real growth since 2009 when it recovered. Essentially two years stagnant. In reality, the stock price, inflation adjusted, is the same as 1997, so that is 14 years of, on average, no growth. Dell, because it is dependent on the whims of MS, cannot really do anything to break out of the death cycle that in plaguing the PC industry, so it claims the cycle does not exist, in much the same way that an addict might deny the effect of the drugs. Something is coming to take over the PC. The PC is not working really well for a lot of people. It may not be tablets, but will be something.

      --
      "She's a scientist and a lesbian. She's not going to let it slide." Orphan Black
  5. What a coincidence by symbolset · · Score: 3, Informative

    Jerry Shen just Announced a Tegra 3 tablet with ICS for $250.

    --
    Help stamp out iliturcy.
  6. Not Tablets by mykro76 · · Score: 2

    Tablets are not the threat to PCs. TVs are. The stuff they're showing at CES this year is not far off being able to slot right where the family PC used to be.

  7. Time to reprint a Slashdot comment! by Samantha+Wright · · Score: 2, Insightful
    From Computing Pioneers Share Their First Tech Memories :

    MICHAEL DELL
    CEO and founder of Dell

    From the time I was seven years old, I was captivated by blandness. When asked what kind of ice cream I wanted, the answer was always "Vanilla, please."

    My favourite toy was an old sock that belonged to my grandfather. It was the most dull, lifeless white sock you had ever seen. I called it "Blandy". When I turned 13 my parents let me paint my room any colour I wanted. I picked a decidedly neutral beige paint. I didn't want any excitement in my room, just a calming dullness. My whole room was like that: beige walls, beige lampshades, beige bedding. The only contrast was when I would place Blandy on my pillow. My room was the ultimate in dull. Sitting in it was almost like floating in a sensory deprivation tank. Except you could see that glorious beige everywhere.

    What are your memories of your first computer?
    I bought my first computer when I was fifteen. It was a Radio Shack TRS-80. The silver-grey painted chassis caused too much excitement in my otherwise dull bedroom so I spray painted it beige. The cassette tape's door was a shiny bit of transparent plastic, far too eye catching. I used some 120 grit sandpaper to take off the glossiness. You couldn't read the tape labels through it after that, but I didn't care. It was a small price to pay in my quest for supreme dullness.

    What modern technology do you wish you had growing up and why?
    I've learned that technology on its own isn't what really matters. What's important is how dull it is. How you can get someone to spend their hard earned money on something then look at it and wonder "Why did I buy that?" To me, making items that has people doing just that, even before they receive their order confirmation, is the greatest thing ever.

    Companies that go for excitement and innovation are certain to die. They have no future. Why, if it were up to me, I'd sell whatever company it was and give the money back to the shareholders. Printed on dull, beige cheques.

    --
    Bio questions? Ask me to start a Q&A journal. Computer analogies available for most topics!
  8. Re:Mr Dell's reality distortion field by bigstrat2003 · · Score: 5, Insightful

    It's insane to say that the PC is dying because people aren't buying new ones. Maybe (just maybe) people are happy with, and are using, the PCs they already have. That's not "dying", that's simply market saturation.

    --
    "16MB (fuck off, MiB fascists)" - The Mighty Buzzard
  9. Missing the point by gaelfx · · Score: 2

    I think this guy is missing the point. The web is changing to make the experience on tablets and smartphones better. He seems to think that the internet is not going to change to adapt better to what people actually want to use, and it seems pretty clear that there are a fair number of people who would prefer to be using their phones or tablets than lugging around a laptop or taking up valuable home real estate with a desktop. If I can go to the library or a coffee shop or any other place with wireless and use the same interface, apps and files that I can use anywhere else, why would I want to use a PC? It seems like most web devs are working hard to make their sites more compelling on non-PC devices, so to assume that PCs have, and will have, a "better experience" is really rather shortsighted, imho.

  10. Kodak thought so too... by Tangential · · Score: 5, Interesting

    From Kodak's 2002 Annual Report:

    Our traditional film business is sound as digital imaging continues to evolve.

    That was 10 years ago. The typical end-user desktop/notebook world probably has a similar life left. Just as a few specialty photographers still need film, there will always be niche professionals that need high-end desktop or notebooks, but most end users won't.

    --
    Suppose you were an idiot. And suppose you were a member of congress. But then I repeat myself. -- Mark Twain
  11. The obvious choice is a laptop by sandytaru · · Score: 2

    Not a desktop PC.

    --
    Occasionally living proof of the Ballmer peak.
  12. It's all about the applications by roc97007 · · Score: 3, Interesting

    As soon as the apps I need are available and can be reasonably manipulated on a tablet, the laptop will be dead to me. Moreover, a tablet with sufficient resources could easily take the place of my PC, with *at most* a docking station.

    Michael will continue to be right for awhile, but inevitably at some point he will be wrong. Hopefully (in my opinion) soon.

    --
    Oliver's law of assumed responsibility: If you're seen fixing it, you will be blamed for breaking it.
    1. Re:It's all about the applications by Burning1 · · Score: 5, Interesting

      A friend of mine in college made a very good point.

      She was watching the tablet owners walk into class.... Set up their tables in their docing stations and folding holders, lay out their bluetooth keyboards, plop down their mice, and prepare to work. Comparably, the laptop owners could set their device down, open it up, and begin talking notes.

      The advantage of a tablet is lost when you have to carry around all the acessories you'd expect to see on a full size computer. The laptop will continue to improve. There's a nich for a tablet - some things it's more convenient for than a full size laptop... But also some real disadvantages. i don't see the laptop going away anytime soon.

    2. Re:It's all about the applications by Locutus · · Score: 2

      and that goes away when the tablet is like the Transformer Prime or Xoom. ie they have laptop like docks which have the keyboard, extra battery, and touchpad all in one. The tablet is a laptop when it wants to be. A Tegra2 or even better a Tegra3 has plenty of power to run office apps too.

      That student with the bluetooth/etc was very resourceful and was probably fine doing what he/she was doing. As more transformer styles of tablets show up everyone can give up the standard laptop or PC for college work.

      LoB

      --
      "Anyone who stands out in the middle of a road looks like roadkill to me." --Linus
    3. Re:It's all about the applications by rdnetto · · Score: 2

      Meanwhile, I sit down, open my binder, and begin writing right away.

      I have a laptop and a tablet. I've written notes with it. But after a while I just got tired of it... there's nothing wrong with my hand writing, there's nothing wrong with my hands. Paper is cheap, it doesn't need a battery, and it doesn't need time to boot up. I can't get a virus, and I won't be tempted to check on Facebook or chat with a friend online.

      I spent the last two years studying law. The majority of students took their notes with laptops. The reason for this became apparent to me very quickly - most people (in this demographic) can type much more quickly than they can write, especially as it is not necessary to look down at what you are writing. There was also the advantage of being able to index and search through the notes very easily in practicals, which took an order of magnitude longer when relying upon handwritten notes.

      That said, pretty much everyone in my engineering classes (I did a double degree) handwrote their notes, because there's no easy and fast way of entering diagrams and equations that is competitive against handwriting them.

      People use different tools for different purposes. There's no point in using a screwdriver as a hammer - they each have their area.

      --
      Most human behaviour can be explained in terms of identity.
  13. not the full quote by larry+bagina · · Score: 4, Funny

    he also continued, "And if you could have three devices, well, let's just say that none of them will be a Dell."

    --
    Do you even lift?

    These aren't the 'roids you're looking for.

  14. Good bye Dell by nurb432 · · Score: 4, Insightful

    Sounds like he's got the same problem most other giants have had at some point, just before they start gong down hill. They refuse to acknowledge the changing tide around them, and are unable ( unwilling ) to adapt.

    The first step is denial.

    --
    ---- Booth was a patriot ----
  15. Re:Mr Dell's reality distortion field by Ethanol-fueled · · Score: 3, Interesting

    Exactly. As somebody above said, any PC made in 2006 is more than powerful enough to do almost anything other than play the latest bleeding-edge games. Aside from gaming and other extreme-performance, there is no longer a credible excuse to keep shoving the latest specs up the average consumer's ass.

    Incidentally, I have 2 Dell computers I bought refurbished originally manufactured in 2004(laptop) and 2005(desktop) that I bought for a couple hundred dollars each, and both with linux installed perform superior to more recent Windows systems with security suites. I love showing off the fancy Compiz effects to Mac users while telling them that my whole desktop setup cost only 400$ including a new name-brand 23" flatscreen.

  16. Re:Mr Dell's reality distortion field by Yunzil · · Score: 2

    The PC IS dying. Gamers moved to consoles,

    Steam has grown 100% a year for seven years running.

  17. People don't need PCs by hsmith · · Score: 2

    At home, people frankly don't need PCs anymore. At work? Yes.

    My mother, nope - doesn't need a PC. All she does it surf the internet and check her email. Pages is more than enough if she needed to write a word document.

    If my grandparents needed a device? I'd get them a tablet. There is simply nothing they do that would require a PC. Email, photos? All through a tablet.

    I don't see most of the population needed a PC anymore, it is simply too much for anything they would ever do.

    Not to say there isn't a need for a PC market, but IMO that market is much smaller than most think.

  18. I bought a tablet instead of upgrading my computer by brentrad · · Score: 2

    People like me are probably keeping Michael Dell up nights: I bought a tablet instead of upgrading my computer this year.

    I've been thinking about upgrading my over 5-year-old home-built computer for a few years now - I generally will do one computer upgrade a year. AMD Athlon X2 5000+, 2 GB RAM. Put 64 bit Windows 7 on it a few years ago - even though the conventional wisdom is that 64 bit Windows 7 needs 4 GB RAM, it ran fine on 2 GB for my needs. Last year I replaced my boot drive with an SSD, and that was a huge speed boost. Thought about upgrading the whole thing to a new quad core with 8 GB RAM, but then decided my computer wasn't really slow enough to justify that ... so I bought an Asus Transformer tablet instead.

    Love the tablet. I'll probably go another year or two until I upgrade my computer. The thought of this kind of thing probably scares the HELL out of Michael Dell (not that I've ever bought a Dell, I always build my own, but you get the idea.)

    IMO, it's not necessarily the rise of tablets only that is causing the decline in computer sales - it's the fact that computers have gotten fast enough and good enough that there doesn't seem to be any need to upgrade for years and years for the average person. Especially since Microsoft got spanked hard by the fact that Vista was so much more demanding on hardware than XP (I had to double my RAM from 1 GB to 2 GB to run Vista at a decent speed)...right when the economy tanked and people were looking to buy small cheap computers, and Vista couldn't run on any of the 1 GB RAM netbooks flooding the market at the time.

    Microsoft learned their lesson, and Windows 7 ran FASTER on the same hardware as Vista, and about the same speed as XP. Now that Microsoft is so obviously aiming Windows 8 at tablets, Michael Dell is probably crapping his pants, because the growing hardware requirements of Windows seems to be at an end...at least for the time being.

  19. Famous Last Words by porsche911 · · Score: 2

    This could end up in the same museum as "No one will ever want a computer in their house" (Ken Olsen), "The world only needs 7 computers", and "640K memory will always be enough". It's a bad idea to make long-term generalizations based on the first release of a new form factor.