Techie
I have read your posts and apparently you are concerned with
a certain category of things/ predictions of prices, computer demand,
competition, growth rates or lack of etc.
Some of my opinions are as follows:
1. Dells most important product is people, for products first comes quality, then comes latest technology, then sales with a resulting ( and very good) growth rate.
Growth by itself does not cut it, as witnessed by
wdc, qntm, seg, and also all dram manufacturers,who went primarily for growth and overbuilt/overestimated what they could sell at what price. I consider those areas as wars in true commodity production as opposed to the skirmishes in some overlapping areas of
computer production.
IMO CPQ went directly for growth and is having problems.
For competition in computer production, Ingram Micro
is going to very effective by setting up 5 major assembly areas
worldwide, one being a 6 mil sq ft facility in the South, another one being the new(6 month old) Tulip production facility in Holland.
Their intention being to assemble computers to order for
whoever wants them,( I believe one co. will be IBM)
A huge threat to the white box manufacturers who still build
perhaps 60 % of all computers, but not necessarily a threat to name
brands and I would not be surprised to see companies like GTW,
IBM, Cpq hire Ingram to assemble computers if their own factories are temporarily inadequate to fill timely orders.
Dell has set a new precedent with 7 day or less delivery times, promises to deliver in 30 or 60 days will no longer be acceptable.
Do you believe that Ingram is making their huge investments
in the face of your (rather pessimistic) ggg predicted disasters in the PC market??
( there may be some errors here as I go mostly by memory,
comments are welcome)
Sig
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