Larry! (love that !), thanks for your posts. I expected a stronger quarter from Dell, based on the feedback I have that they were "blowing the servers out of Braker". Braker was the former mfg facility for some of the servers. Upon looking at the rpt, indeed I was quite satisfied with the progress of the servers... nonetheless this is only a small portion of the total pie.
Unlike others here, maybe you, I am not really worried about competitive factors with regard to Dell. I happen to know a little about the mfg infrastructure of some of the competition and feel that they wont be able to compete on that front with Dell (Sun is the absolute worst, then Compaq, then HP). But mfg technology will not come into the forefront as a competitive advantage unless Dell succeeds in their attempts to commoditize the space. This appears to be in question based on the posts here from rudedog and others. Well, lets put it this way, if Dell cant compete with mfg technology, then they will not be competitive.
With all that I know right now, Dell is my premiere pick over Dogpaq,IBM and HP. Do you also feel this way - with your primary objection to Dell being the price? I see no evidence that Dogpaq can execute in my area, despite their apparent ability to innovate, but Im not sure the mkt cares except at the very high end where they dont play?
Michelle |
