Dell Should Buy Acer, Bernstein Says

There has been speculation for months now that Dell (DELL) at some point will make a big acquisition. Most of the thinking has been about diversification moves. But Bernstein Research analyst Toni Sacconaghi proposes an idea that would boost Dell’s stake in the PC business: consider buying Acer.

In a research note today, Sacconaghi asserts that the PC sector is ripe for consolidation. He notes that the top 5 PC vendors accounted for 56 percent of industry units in 2008, and that the top 10 accounted for nearly 70 percent. Compare that, he suggests, with the x86 server market, where the top 5 players control more than 80 percent of the market, or the Unix server market, where the top 3 have more than 90 percent. It’s even lower than the high-def TV market, where the top 5 have 60 percent share, and the top 10 about 80 percent.

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