John Paczkowski

Recent Posts by John Paczkowski

Stroker Acer

lanciSix months. That’s how long it’s going to take Acer to surpass Dell in market share. Speaking at a news conference in London, company President Gianfranco Lanci took a few moments to talk a bit of smack about his rivals. “We don’t expect revenue to decline this year, which is outstanding, compared to our competitors. Therefore, we’re [expecting] good growth in 2010 again,” Lanci said. “Between this quarter and the next, we can finally pass Dell” (DELL).

And once Acer does that, Hewlett-Packard (HPQ)–the world’s largest PC maker by shipments–best start watching its back. Said Lanci: “I would expect not only to pass Dell very soon, but also to breach the gap with HP.”

Have Acer’s buyouts of Gateway and Packard Bell gone to Lanci’s head? Perhaps just a little. That said, the company has seen quite a bit of growth thanks to the netbook phenomenon, which shows no signs of abating.


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I break down a product the same way I break down a character I’m going to play. I try to get inside the mind of that person — the user, the consumer — and figure out why they’re doing something and what they want from it.

— Ashton Kutcher’s investing philosophy