Is Apple Destroying Dell?

The following video is part of our "Motley Fool Conversations" series, in which Industrials editor/analyst Isaac Pino and research analyst Lyons George discuss topics around the investing world.

During the height of the dot-com bubble, Dell was the king of PCs, and Apple was a complete dud. Michael Dell even went so far as to say shareholders would be better off if Apple just liquidated its assets and returned the cash to owners. Anyone who follows this space knows those words came back to haunt Dell's founder, but now the evidence is even clearer: Apple's dominance is crippling Dell from all angles. Dell might have disrupted the PC industry by entering from the low end of the market, but Apple is now disrupting the PC market by basically eradicating it. Although PCs could survive in some form, growing the market in the age of mobile would be a tall order. Isaac and Lyons shed light on the future of this dynamic industry in the following video.

Overall, Dell could be behind the curve when it comes to designing innovative, captivating products, but other companies are poised to profit from the mobile revolution. To better prepare investors for this new revolution, The Motley Fool has just released a free report on mobile named "The Next Trillion-Dollar Revolution" that details a hidden component play inside mobile phones that also is a leader in the exploding Chinese market. Inside the report, we not only describe why the mobile revolution will dwarf any other technology revolution seen before it, but we also name the company at the forefront of the trend. Hundreds of thousands have requested access to previous reports, and you can access this new report today by clicking here -- it's free.

Isaac Pino has no positions in the stocks mentioned above. Lyons George has no positions in the stocks mentioned above. The Motley Fool owns shares of Apple and Intel. Motley Fool newsletter services recommend Apple and Intel. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.


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  • Report this Comment On May 24, 2012, at 10:24 PM, applefan1 wrote:

    Hahaha. Dell. Who cares about Dell? It's the four letter word of the computer industry that rhymes with Hell. What do you expect? Haha. Poor widdle Dell.

  • Report this Comment On May 25, 2012, at 1:07 AM, lucasmonger wrote:

    After using a Mac for years, I was forced to use a Dell for 18 months in my office. My laptop from Dell (Hell).

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