meathead...intc, amd, et al...
appreciate your technical comments on the merits of component selection.....
but....
just as al gore did not invent the internet, "mikey" was not responsible for the dell business model...
as i have been posting for a very long time is the effect that supply chain dynamic has on the business model, with the magnitude of dell.
using the intc components is technically beneficial to dell, but without a second supply channel, then the model becomes totally dependent on the down stream....in essence the tail wags the dog...
just look to the east, as far back as the kanban system created by toyota in the early seventies. critical components had multiple supply sources.....and these critical components were all built to the end user specification....this cannot easily be done in the dell model, by your own admission....
so when intc sneezes, dell catches pneumonia.....
the market, investors, and even the "nouveau" mba's of the world failed to apply common sense, and considered msd a genius in "creating?" this "perfect" business model...
the achilles heel was always present...just took a "stumble", that was supply chain disruption in late 1999....
almost as amazing as the accolades to bezos, for gathering a huge customer base by selling items below cost...
reality always sets in after the bubbly wears off....then a "headache" persists....
good luck...ed a. |
