Change happens. It’s the nature of life that things die. Those who don’t recognize change, or create the change themselves, will become victims of someone else’s change. Just ask Michael Dell.
Michael Dell came out of retirement to save his company. He’s doing a bang up job. Dell is now worth less than $30-billion.
Steve Jobs came back to Apple to save his company. He’s doing a bang up job. Apple is worth almost $400-billion.
Who Should I Believe?
Steve Jobs wondered aloud if the iPad is ushering in the post-PC era.
When we were an agrarian nation, all cars were trucks, because that’s what you needed on the farm. But as vehicles started to be used in the urban centers, cars got more popular. Innovations like automatic transmission and power steering and things that you didn’t care about in a truck as much started to become paramount in cars. … PCs are going to be like trucks. They’re still going to be around, they’re still going to have a lot of value, but they’re going to be used by one out of X people. … I think that we’re embarked on that. Is the next step the iPad? Who knows? Will it happen next year or five years from now or seven years from now? Who knows? But I think we’re headed in that direction.
Apple now calls the era in which we live the post-PC era. What of Michael Dell? What does he think?
There are a billion and a half PCs in the world and while Gartner change their estimates here and there, they also estimate there will be two billion PCs in the world by 2014. So when I look at that, I think the idea that the PC is no longer here is complete nonsense. High quality global journalism requires investment. Please share this article with others using the link below, do not cut & paste the article. See our Ts&Cs and Copyright Policy for more detail. You see PCs, tablets, you see smartphones. But those other devices aren’t necessarily replacing the PCs, so we are very committed to that part of the business, as part of this broader, end-to-end IT solutions company.
Whom should I believe? Steve Jobs, head of a company which blazes trail after trail of new and exciting products and creates incredible value and worth while bringing happiness to many tens of millions of customers?
Or, should I believe Dell, who doesn’t seem to understand what’s going on in the world of computing devices?
Railroad owners didn’t understand they were in the transportation business, not the railroad business. They missed automobiles and trucks and airplanes and could have owned a future industry of monstrous size.
Dell doesn’t understand that he is in the computing industry, and computing devices are going ever smaller and mobile while Dell is not. Dell hasn’t had much success in that arena, so it’s understandable that he would consider it nonsense that his business would go away. Meanwhile, Apple makes their own businesses go away while inventing another one.
When it comes to prognosticating on the future of computerdom, whom should I believe?