Meaning: This quote by Kevin Rollins, the former CEO of Dell Inc., provides insight into Dell's position in the global client computing market and their expectations for the future. Let's break down the quote and provide some context to understand its significance.

"We are No. 1 worldwide by quite a margin on the client side and expanding, according to IDC and others, every single quarter."

In this part of the quote, Kevin Rollins is asserting that Dell holds the top position in the global client computing market by a significant margin. When he mentions "the client side," he is likely referring to the market for personal computers, laptops, and other devices used by individual consumers and businesses. The reference to IDC and other sources suggests that Dell's claims are supported by industry research and analysis. IDC, or the International Data Corporation, is a well-known market research firm that provides insights and data on technology markets, including client computing.

Dell's assertion that they are expanding every single quarter indicates that the company's market share and influence in the client computing sector are not only substantial but also continuing to grow. This expansion could be attributed to various factors, such as the introduction of new products, effective marketing strategies, and strong customer relationships.

"Our expectation is that the industry will consolidate and that more of our competitors will exit."

In this part of the quote, Rollins expresses Dell's anticipation of industry consolidation and the potential exit of competitors. Industry consolidation refers to the process of a few dominant companies gaining more significant control over a market, often through mergers and acquisitions. This can lead to a reduction in the number of players in the market and increased dominance by a few key companies.

Rollins' statement about the expected exit of competitors suggests that Dell anticipates a scenario where some of their rivals may struggle to compete effectively and may be forced to leave the market. This could be due to various reasons, including financial challenges, inability to innovate, or failure to keep up with changing consumer demands and technological advancements.

Analysis and Context:

Dell's claim of being the global leader in client computing is significant in the context of the company's historical dominance in the PC market. Dell has been a major player in the personal computer industry for decades, known for its direct sales model, customization options, and strong focus on business customers. The company's ability to maintain its leadership position and continue expanding despite shifts in consumer preferences and the rise of mobile devices speaks to its adaptability and competitive strength.

The reference to IDC and other research sources adds credibility to Dell's assertion, as it suggests that the company's market leadership is supported by independent market analysis and data. This is important in an industry where claims of market leadership can be closely scrutinized and competitive.

Rollins' statement about the expected consolidation of the industry and the potential exit of competitors reflects Dell's strategic outlook and expectations for the future. As the technology landscape evolves, companies in the client computing market are faced with challenges such as shifting consumer behaviors, technological advancements, and increased competition from non-traditional players. Dell's anticipation of industry consolidation indicates the company's readiness to navigate potential changes in the competitive landscape and capitalize on opportunities that may arise from such shifts.

In conclusion, Kevin Rollins' quote provides valuable insights into Dell's position in the global client computing market, supported by references to industry research and analysis. Dell's claim of being the top player in the market by a significant margin, coupled with their expectations of industry consolidation, reflects the company's confidence in its competitive position and its strategic vision for the future. This quote serves as a snapshot of Dell's market positioning and strategic outlook, shedding light on the company's leadership in the client computing sector and its readiness to adapt to industry dynamics.