Dell: Windows 7 stimulates PC sales, optimistic about demand recovery

On November 22nd, Steve Felice, president of Dell's corporate business unit, believes that corporate PC demand will recover, and Windows 7 has stimulated Dell's PC sales.

Felice said at a meeting on the 21st that PC sales surged with customers "waiting" for Windows 7, which is why Dell's third-quarter results were lower than analysts' expectations. "In early October, due to customer delays The purchase decision, waiting for Windows7 to be released, the demand has declined."

Felice said that before the release of Windows 7, Dell's US direct sales business was only about 80% expected. After the release of Windows 7, sales surged to the expected 110%. "Sales growth is not only the last 10 days of October, but also the sales in the first three weeks of November. This is also the analyst's expectation, we are optimistic about the recovery of demand. s reason".

Unlike HP and Acer, which rely on consumer business, Dell still relies on corporate business. “We are not surprised that the company’s sales recovery is later than other competitors,” said Phyllis. “Sales will continue to be strong in the fourth quarter.”