Thursday, February 23, 2006

Lenovo launches commercial PC in Americas, DELL in trouble

AMD and Lenovo just announced their global partnership. Lenovo is going to sell AMD64 powered PCes to SMB customers in United States, Canada, Mexico, the United Kingdom, France, Germany, Russia, Australia, New Zealand and Southeast Asia. According to the press release, already 50% of Lenovo desktops are AMD64.

As I pointed out here, since 52.6% of DELL's revenue and 68.3% of DELL's profit come from corporate market in Americas, and AMD is going to penetrate US corporate market in a big way, if DELL failed to go AMD before 2Q06, then it would be too late. Now it turned out that both HP and Lenovo have already booked AMD's capacity, DELL is out of the AMD64 game. Lenovo will definitely beat DELL on price and performance with ADM64 and its China based manufacturing.

During DELL's CC, analysts asked tough questions about its falling margins, now it seems DELL has no answer to those questions at all.

Enron time may be sooner than I expected.


Blogger Sharikou, Ph. D said...

Thanks to saxplayer for providing the logo.

2:21 PM, February 23, 2006  

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