Tech: MS buys search, Dell earnings, spam loses,...
updated 11:05 am EDT, Fri July 16, 2004
MS search, Dell earnings
Tech news: Microsoft has acquired new Lookout search technology that focuses on and is preventing other companies from doing business with them.



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Joined: Aug 2001
Hmmm
Dell - routinely reported to have about 20% of the total PC desktop market. $11.7B in quarterly revenue.
Apple - routinely reported to have about 2% of the total desktop market. $2B in quarterly revenue.
Now, I'm an American math student so my sums are probably completely f-ed up, but using *just* these numbers as an indicator, Apple just isn't the "niche player" everyone says. At least, not anymore.
Yes, a fair chunk of that $2B is iPod sales rather than Mac sales, but you know Dell sells non-computer stuff too, including their own music player (as does HP, the other market leader). Looking at their revenue, Apple seems to do $8B/year to Dell's roughly $40B/year, or about 20% of the business the market leader does.
That certainly doesn't sound "marginal" to me ...