Value Investing News

Over the past week, we surveyed general electronics stores like Best Buy, Radio Shack and few independent locations to track trends in laptop and desktop PC sales  We asked the following questions:

1. How well is Dell selling compared to other brands?
2. What is the top selling Brand right now? 
3. What is the top selling model from the top selling brand?

• 73% of respondents stated that Dell (DELL) computers were selling better than other brands sold at their store location.
• 60% said that Dell was the top brand right now, 27% said that HP was the top brand and 13% said that Sony was the top selling brand.
• The Dell Inspiron was the top model according to 40% of respondents the HP Pavillion was tops according to 20%, while the Dell XPS and Sony VAIO were tops according to 10% each.

Conclusion of Channel Check:  The survey shows that Dell computers remain well thought of at least in the consumer electronics retail space. Our survey does not capture corporate or on-line sales but gives some indication to preferences among brands.  We did not see netbooks mentioned in this survey, but the incidence of those models might be indicative of the strength  (or lack of strength) of the netbook trend. Overall the survey reflects positively on Dell's brand.  

For access to the underlying survey or for more information, please contact Jason Katz at 415.867.0959 or jason@thechannelcheckers.com