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Archive for the ‘random thoughts’ Category

Only in two and half years, I have gone from big to small

04 Aug

As web analysts, we want to have power. I mean, not just power of influence, but also power of computing.

Here at Dell, we have the luxury to choose from a wide range of computers (have to be Dell of course), both standard and non-standard configuration, although non-standard configuration requires of special approval.
Last time when I had to choose my laptop, without hesitation, I chose Latitude D820, a 15”4 laptop, the largest of Latitude D series, the king of all. The solidness of the build, the size of the screen and the power of core duo processor made me really feel like a king, from the first moment when I turned it on.

I have been happy with it most of the time, although the 6.15lbs weight sometimes dragged me down. I didn’t travel much but every time when I was on the road, I regretted to carry it with me. The battery life after the first year has also become a concern.

By the end of June, my laptop is about to fully depreciate according to Dell policy and I am ready for another laptop. This time, again, without any hesitation, I went to apply for a Latitude E4200, a 12.1″ and 2.2lbs laptop, the second smallest in the e-series. Putting it side by side with D820, they are like the beauty and beast.

So, just in two and a half years, I have gone from big to small. Thinking about my personal experience, I believe the PC market has gone through some fundamental transformation in last several years.

First of all, mobility now becomes the deciding factor among all criteria when choosing a computer. Price and features are still important but mobility has taken the driver seat. As consumers, we can now trade off between affordability and functionality, depending on how and where we are going to use our computers. But mobility is something that we cannot sacrifice. This is very evident when you look at the booming netbook market.

Second, “powerful” is not an adjective reserved for big monster computers any more. My E4200 has and can have as much computing power as my D820 does, if not more. The E4200 I have boasts a 3GB DDR3 memory (can be upgrade to 5GB), a 128GB solid drive, a detached DVD-RW optical drive as well as a backlit keyboard. It runs Windows XP SP-3 and Office 2007 Business. What else I need to do my work?

Finally, the battery has been improved to the point that carrying laptop is not longer a burden but a joy. I never carried my D820 to any meeting, not necessarily because I want to solely focus on the meeting (admit it, most of the meetings are counter-productive and boring), but because I was afraid I am going to run out of battery and I have to find a place to plug in the adapter. The 6 cell batter on E4200 can last up to six hours, which means that I can take it to any meeting (God forbids any meeting longer than six hours), or probably watch two or three movies during a trip to eMetrics Summit.

So you see, just in two and a half years, I have gone from big to small, but the power remains.

What’s the computer you are using? What’s the next computer you are going to have?

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Brutal Logic or No Logic

24 Jul

As an analyst, I write a lot of reports (actually “powerpoints”) and like to read a lot of analyst reports. Sometimes I’ll have an “ah” moment-this guy is just genius and he said something that I want to say but can’t with the same clarity, logic, cleverness or sense of humor. However once a while, I can also get an “hm?” moment when I think either the guy is too smart for me to understand or this is just a dumb report.

I had one of these “hm?” moments today when I came across a commentary made by Eric Auchard, titled “A brutal logic to Dell’s reinvention” and you can read the whole article here http://tr.im/tR82  Particularly this paragraph:

“Dell’s current reliance on PCs also has an upside as it leaves it best-positioned among major computer makers for a long overdue upgrade of ageing corporate PCs set to start later this year with the introduction of Microsoft’s new operating system, Windows 7. “

Don’t get me wrong. As a Dell employee, I certainly wish that we are “best” positioned and I work very hard to help make that happen. However I just can’t really understand Eric’s logic here. Some questions I have:

  1. Why Dell is more reliance than other PC manufacturers? Dell is not the king of PC any more. Why HP and Acer is less reliance than Dell? You can kind of argue that HP has a much broader portfolio than Dell, but what about Acer? PC is the only thing they make!
  2. Why overly reliance on PCs is a good thing? Notice I am not saying it is a bad thing. I am saying it is not a relevant question here. For enterprise customers or consumers alike, nobody is going to analyze how much reliance Dell or HP has on PCs and then make their purchase decision. They are going to look at the product, price, services everything and then make their decision. To assume there is a direct correlation between reliance and the quality of products and services and pricing competitiveness is a serious mistake. We all know HP sometimes is more aggressive in PC space because they have a huge profit pool with their printer business.
  3. Finally, I think it is too early to say that the introduction of windows 7 is going to shake up the whole PC purchase cycle. And if that cycle does come to reality like everybody is wishing, it is a “rising tide” effect and everybody will get a free ride. The question is who will grab a bigger pie? The answer to that question again, is on the overall competitiveness of products, prices and services, which Dell is making tons of progress, but not its reliance on PCs.

Ok, maybe I am just too dumb to understand what Eric exactly has in mind when he made that statement. What about you? What do you think? Agree? Disagree?

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