Nice article, Brian! The rest is OT with respect to AMAT--
Yes, Dell continues to be optimistic about their future and the future of the PC. Getting through the next few weeks or months may be the trick.
I've noticed that most computer makers aren't playing the modern marketing game: Differentiate (segmet) the customer base while rationalizing resources internally. Indeed, many of these big names really see only 2-3 types of customers, while they build many little internal business units to meet these customers' needs. That leads directly to internal competition to make the sale, and that's bad.
Example: Dell sees their customer base broken into two groups: Corporate (they call them Relationship), and individuals (Dell calls these Transactional). You can see the 85:15 ratio between these two in the revenue sense in the article you posted.
Meanwhile, there are five major lines of business in Dell (Dimension, Optiplex, Latitude, Inspiron, servers) with additional units selling upgrades, add-ons, memory/storage, and so on.
The first one of the big computer makers to change this model will likely sort to the top....
Mitch |