Can Dell’s PC sales continue to surge or has the market reached its limit as many organizations have already implemented work-from-home initiatives?
We believe the PC demand environment will continue to improve, it’s already off to a strong start. Hey, it’s the roaring twenties. The estimates by both [market research firms] IDC and Gartner see IT spending growing at mid-single digits. Certainly, they see growth in core PCs, servers and storage.
It used to be that you would leave your house to go to work or to school or to the store or to entertainment. Now, people have – even as we can now see the other side of the pandemic – people have learned behaviors of the new digital world. It’s work from anywhere, do from anywhere – that world is here to stay. I believe the available opportunity for us is expanding.
There still are millions of children around the world who still need PCs, we estimate 16 million in the United States alone don’t have either the right device or right kind of access. Right now, there’s a lot of focus on infrastructure at the federal government level and that includes broadband infrastructure, particularly rural broadband. There will be great opportunities continuing this year and beyond. We continue to invest in innovation, and we’re focused on the whole workforce enablement, but also technologies like cloud, 5G, AI and all of that gives people much greater flexibility to work and play from anywhere.