Success Quote by Kevin Rollins

The most revealing word here is "only" - a tiny rhetorical shrug that does a lot of strategic work. Rollins is talking like a man selling confidence in a company that, by any reasonable reading, is dangerously concentrated. Eighteen percent of the PC business is framed as a foothold, not a ceiling; the real pitch is that PCs are just 60 percent of "our business today", implying a future where they're less central, less risky, less exposed to the brutal commoditization of hardware.

The subtext is investor-facing: don't judge us by the category everyone thinks is dying. In the mid-2000s era when Dell and HP were fighting for scale and margins were thinning, "PC business" was starting to sound like a trap - a high-volume, low-loyalty arena where differentiation is thin and price wars are constant. Rollins tries to preempt that anxiety by shifting the locus of value from market share to portfolio mix.

There's also a subtle flex embedded in the math. Eighteen percent isn't presented as "we're one of many"; it's "we own" - language of control and entitlement - suggesting dominance even while conceding it's a slice. Pairing that with "only about 60 percent" signals ambition: services, enterprise, printers, anything that reads as stickier revenue and higher margin. It's corporate narrative engineering: take a potentially grim statistic and turn it into a story about diversification, inevitability, and momentum.