Scott, you certainly make strong arguments for Dell, vs. this R&D bigot. <g>
DELL's Direct Model cannot be easily duplicated. I guess not. I thought Compaq, HP or IBM would jump all over the concept. W/O spending a lot of time on it, I still don't see what's the big deal (to copy). Other companies doing it: Cisco has a big, and growing every day, % of their products orderable on line. Intel same. Why not Dell's competitors?
I don't think you or EMC should
underestimate their capabilities in the storage market.
Competition is always welcomed by the great companies...pushes them to greater heights. Last time I saw Ruettgers on CNBC, he seemed most proud of EMC's software products/content. Called EMC the fastest growing "big software company" (>$100 million/year?). At $400 million and growing fast, they have capabilities to the customer that will be hard to match. I know of products from companies that do the "rack and stack" approach, where they throw a bunch of storage racks, controller, power supplies and cables into a cabinet, and call it a enterprise storage. Let's see if Dell does more than that. Press conf. tomorrow in NYC to watch for announcements, right?
Tony
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