g.m....dell bashing..
it only proves out that dell management knows nothing about damage control....the market hates silence, because it creates anxiety...dell could have made the bad good, by using spin (i know, i know, the zealots disagree with spin, prefer "ol honest mike")...start talking about pc's, and what dell plans to be doing in the future e.g. e-commerce, servers,storage....reinvent themselves as everbody else has...
notice today hwp swiftly announcing that dell problem not theirs....
dell has a problem, as john koligman pointed out....the larger the "perfect" model grows, the more dependent it becomes on the downstream supply chain....dell executed in the best of times, never a weak link until now...imagine how bad they will do in an economic downturn...efficient manufacturing process is very inefficient if they have no components coming through the front door in time.......i lived through it in japan in the eighties....downstream collapses, and the head end gasps for the breath of life....guess the harvard guys don't remember the collapse of japan....probably were in day care...
good luck...this too will pass....other opportunities exist! |
