Great point, Greg. Technological innovations we can't even imagine at this time will drive market demand. As a market leader, Dell's challenge will be to deliver whatever products the market wants at a price that allows Dell to look its shareholders in the eye and say, "We're doing this for the benefit of our customers and our shareholders and to knock down once-and-for all, all those doubting Thomases who, despite our best efforts to rock the industry, manage to hold their jobs even during the worst of their "calls".
But analysts,even the wrong ones, are a both a benefit and a challenge to us. Without the gauntlets they continually drop at our cyber doorstep, we may become complacent. One day we'll wake up and discover we are no longer supplying the customer with goods and services they require. They'll go elsewhere and our shareholders will suffer...and we're just not about to let that occur.
Greg, you're absolutely right: if the value of the sub $1K market is big enough (and not just narrowly confied to computers), we should be waiting there with a virtual red carpet for our customers and our BTO capabilities. And we need partnerships with suppliers that think like we do.
Best regards,
Mark A. Peterson |
