HP Quietly Beating Up On Dell

A number of good articles this week comparing HP and Dell’s recent quarterly results. The conclusion that these articles share is that Dell has focused its corporate growth on a stronger consumer division and quietly waiting out a rebound in the corporate market. During this time HP (and Acer and Lenovo and Asus and…..) have all been doing a great job at driving growth in the emerging markets (China, Brazil and ASEAM countries) and in HP’s case, looking for additional revenues (services) to augment systems sales. After this week’s earnings announcement, looks like it will be a tough road ahead for Dell.

Read: Globe & Mail;  The Street