The problem for those retailers is all box makers want to go to direct sale, not just IBM or CPQ. So, there is no game the retailers can play with !!!!Anyoneone who did not go to
direct sales will end up with the highest cost , because the fat mark up of those retailers, and high
inventories, those retailers will not bear the invenories for the box makers. So, during the transition period , from retail model to direct model, a dual model is the best solution.
We already see the high inventory of those box makers this year, My guess is the transition has already started, the temporary high inventory is just the price those box makers has to pay temporarily for the transition, once this transition is over, then things will be much better , and
DELL will feel the pain at that time. |
