Dell also pointed out that 380 million PCs were sold last year. "The post-PC era has been pretty good for PCs so far."
Meanwhile, just five days ago, IDC reported:
The worldwide PC market is now expected to grow just 0.9% in 2012, as mid-year shipments slow. According to the International Data Corporation (IDC) Worldwide Quarterly PC Tracker, 367 million PCs will ship into the market this year, up just a fraction of a percent from 2011 and marking the second consecutive year of growth below 2%.
It's stunning that Mr. Dell is quite so stalwart in his ignorance toward market trends. PC shipments are irrefutably waning, and the production of unimaginative iterants upon the traditional beige box PC — as is Dell's tendency — is certainly not a viable business model.
The average consumer is changing. Education and awareness regarding technology has undergone a tidal shift in recent years, particularly well-evidenced by Apple's atmospheric rise to dominance.
Relying upon a marketshare of consumers who have yet to fully comprehend the benefits of the "post-PC" mentality is akin to a media distributor dismissing digital distribution in favor of VHS.
Focusing upon the status quo and willfully blinding oneself to the changing landscape is tantamount to failure as a leader. Rather than offering self-congratulatory statements regarding the computing industry, Mr. Dell should be embarking upon a significant period of introspective evaluation of his company and its practices.
I wish failure upon no one, but Dell simply cannot continue to make such ill-advised statements in the face of blatant statistical trends.