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Dell is in the lead. It is currently outselling Apple in that market by 3:2. Apple is in the lead. Its installed base in the market remains twice what Dell's installed base is. You pays your money (to Gartner) and takes your choice. But if I were the two companies in question, I'd much rather be ahead in sales than in installed base. If the current state of affairs continues for the long term, Dell's installed base will catch up with Apple. Moreover, no company makes money off installed base; it's only benefit is to encourage repeat sales, which doesn't seem to be working sufficiently for Apple. So I have to say that this is good news for Dell. (discuss) |