"I think there's an understanding of the number of units that they're likely to sell is a relatively small percentage. Maybe in the 1 [percent] to 2 percent range of total PC units during next year," Michael Dell said in response to analyst's question.
CFO Brian Gladden also had something to say. "[About] Microsoft entering the space -- we've spent time speaking to Microsoft and understanding how they're thinking about it. There clearly are opportunities for us as Windows 8 comes through and how we differentiate our products."
Gladden continued. "At the same time they've announced the Surface product that will be in that space and we'll have products in there. I think you'll see a diverse set of offerings that take advantage of what Windows 8 brings to market," he said.
Source: CNET