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Between the Lines

Larry Dignan, Andrew Nusca and Rachel King

Michael Dell: We like Android, but work on Windows 8 tablets 'encouraging'

By | August 16, 2011, 3:00pm PDT

Summary: Michael Dell says there’s a lot of noise in the tablet market, but Android and Windows Phone 7 will be the alternatives to Apple’s iOS.

Michael Dell, CEO of Dell, said his company remains interested in Android tablets, but also noted Windows 8 will be a viable competitor.

On a second quarter conference call with analysts, Dell said the company’s early work on Windows 8 “looks to be pretty encouraging.”

As noted previously, Dell’s tablet line-up is lacking. Dell didn’t say much about the company’s future tablet plans, but indicated it would be a likely player with Windows 8 and Android devices.

When asked about his take on Google’s purchase of Motorola for $12.5 billion, Dell noted the deal hasn’t closed yet.

Here’s how Dell handicapped Google-Motorola and the tablet market overall:

It’s too early to say because Google obviously hasn’t finished the transaction and they haven’t said a whole lot about it. Certainly patents play a big role here and having Android with a stronger ability to exhaust patent claims against it probably sets up an interesting competitive dynamic. We’re still quite interested Android. I’ll also tell you that our early work on Windows 8 on the tablet side looks to be pretty encouraging and so we think it’s shaping up to be a competitive environment. I don’t think beyond those two that there are viable alternatives that make sense so there’s a lot of other noise in the market that I don’t think will amount to much of anything.

In other words, Dell, which obviously can’t license Apple’s iOS, sees a three horse tablet race at some point.

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Larry Dignan is Editor in Chief of ZDNet and SmartPlanet as well as Editorial Director of ZDNet's sister site TechRepublic.

Disclosure

Larry Dignan

Larry Dignan has nothing to disclose. He doesn’t hold investments in the technology companies he covers.

Biography

Larry Dignan

Larry Dignan is Editor in Chief of ZDNet and SmartPlanet as well as Editorial Director of ZDNet's sister site TechRepublic. He was most recently Executive Editor of News and Blogs at ZDNet. Prior to that he was executive news editor at eWeek and news editor at Baseline. He also served as the East Coast news editor and finance editor at CNET News.com. Larry has covered the technology and financial services industry since 1995, publishing articles in WallStreetWeek.com, Inter@ctive Week, The New York Times, and Financial Planning magazine. He's a graduate of the Columbia School of Journalism and the University of Delaware.

For daily updates, follow Larry on Twitter.

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RE: Michael Dell: We like Android, but work on Windows 8 tablets 'encouraging'
vegaramos 19th Aug
@tcbincali Well, HP did respond, I guess in this case Michael Dell was right.
I seem to recall a certain opinion about a certain fruit company about ten years ago voiced by Mr. Dell.

Didn't Michael have strong opinions about the future success of the five inch Dell Streak tablet?

But betting on the future success of a Win 8 ARM tablet seems very safe to me.
Dell makes a fortune out of MS marketing support for windows and office, likely more than they do from their hardware.

Given they need others to do the work their future depends on Android and the yet to be developed Win8 (WebOS and iOS out of reach).

Given the reception of WP7 I wouldn't call Win8 tablet safe!
@Richard Flude

I'm betting when MS endorses an ARM Win 8 tablet design, it will have an optimized for tablets full version of it's MS Office Suite of apps ready for it and integrated to an enterprise capable cloud environment. That feature alone would insure success.
Michael Dell - Please shut down the company and give the money back to shareholders or better yet, if you have more than 1000 patents, Google might buy you wink
Why would they do that?
@goff256

We could only hope and pray Dell would shut down. It would remove one of the scourges of the computing world.
  • Flagged
Scourge? How are they a scourge?
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@browser.
as anyone who would seriously consider doing that which you asked would be making a mistake.
Larry - I think you missed the larger point (and major dig) with the "three-horse race" comment. Dell is suggesting HP's Palm OS won't gain traction and shouldn't be considered a threat. If I'm HP, I'm gearing up for a response tomorrow and the coming weeks.
@tcbincali

I don't think HP is going to license webOS, though.
@tcbincali Well, HP did respond, I guess in this case Michael Dell was right.
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In the end, Dell will select crapware ...... and I'm not talking about the OS.
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Of course not.
matthew_maurice 17th Aug
@wackoae Who would license it when Best Buy is looking to return 90% of the ones it has now, and even if WebOS were to start selling like hotcakes [a very big if] why would HP go looking for competition to it's own hardware?

No, as Apple has shown the real money is owning the whole platform end-to-end.
Once Windows8 hits the market with full steam, android tablets will bite the dust. Who needs a $500 android tablet which can only do limited things, while Win 8 can do every thing. I guess, only fanboys will go for android tablets.

Tablet market will be a two horse race by end of next year.
@owlnet yes, if windows8 is like on the battery - otherwise not so.
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@owlnet I think you took a sip of Ballmer's Kool-Aid. He's made many wrong calls over the last five years, but I think Win8 tablets will be the one that finally gets him canned. We already have Windows on tablets, and no one, aside from some very narrow verticals, cares.

No, the idea of "Windows Everywhere" has been flawed from the beginning. It's only been inertia, and brilliant Machiavellian ousting of potential replacements, that's kept Ballmer in his job.
It's great to hear that windows 8 for tablets looks good. it shows that microsoft can produce a great product when they put their mind to it however if the OEM's who put it on their Tablets donot know how to market their tablets to the adverage person their Tablets wont sell very well and the Ipad will remain the best selling Tablet and that's a shame because people will miss out on buying products that are better than a Ipad Computer OEM's learn how talk to the Adverage person about your product and make some money.

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