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Rollins Directs Dell's Manifest Destiny: Page 3 of 6

It's probably our fault for focusing a bit too much on PCs and PC market share in the past. There are major corporations where we have a very large share in PCs, servers, and storage, and they are starting to expect more from us. I envision in the next three years or so that's what Dell is going to become.

InformationWeek: Dell has systematically added businesses, from PCs to servers to storage to printers, and more recently televisions. Where can Dell move next?

Rollins: If you look at those product categories, with the exception of PCs and servers, we're pretty much in the 5% to 6% market-share range. In TVs we've barely scratched the surface. In printers, we should sell over 5 million of those this year, but again, barely scratching the surface. We're not looking to layer on another business yet. We want to take those we have and drive them to the same level of share we have in our PC business, and do that globally.

InformationWeek: What about a larger consumer push given your TV product line and efforts by some of your competitors, like Hewlett-Packard, which has announced its intentions to deliver a TiVo-like media hub this year?

Rollins: For us, we have to look at the profitability of any category, and also its size. TVs looked to be big. Imaging and printers is another big category. The whole notion of the PC as the central nervous system of the digital home is what we are going to continue to push forward on, but whether that means a digital hub device or other kinds of peripherals, we'll see. We want to see how some of these products actually emerge.