When a company is small, it's fairly easy to fix problems. But, the larger a company gets, the harder it is to fix the same problems. It's like turning a sail boat around vs. turning an aircraft carrier around. Two entirely different problems. Dell is no longer the sail boat, it's more like the carrier.
Make no mistake about it, Dell is headed for serious trouble. What the retail customer is now experiencing, the enterprise customer will eventually experience. When this happens, watch out, the mountain is going to come down.
I believe what we are seeing is a case where Michael Dell was more than capable of managing a "small" company, but is starting to fail in managing a "large" company. How many times have we seen this before? Yes, I know that Rollins is in the equation. Maybe, Michael should turn the company over to Kevin and step aside? What do you think? Do you remember the "Peter Principle"?
You said that Dell has to many orders, and can't get the material to fill the orders. Heck, isn't the JIT system designed to ensure that material is always available to ensure that order are delivered on time? JIT=Just In Time. Let's assume that the material isn't available, why not tell the customer that the product isn't available, as opposed to telling the customer it's being delayed two weeks, and then telling the customer it's another two week delay, etc, etc. This is no way to run the business |
