<<Our 'A' list has over and over again identified leadership companies with several features, the most striking of which is the presence of visionary leadership at the helm.
PC's may someday say good-night but Michael Dell is not going quietly into that good-night. Dell is on top of the PC paradigm switch and has recently won contracts that evidence its determination to lead in any new emerging model, whatever it proves to be.
On the one hand, Dell was recently selected by NTN Communications (NTN) to provide technology solutions for their new Digital Interactive TV Network. NTN distributes interactive sports and trivia games to hospitality locations such as restaurants, bars, and hotels. So Dell is working to be the appliance provider for PC alternative modalities.
On the other hand, Internet appliances, are only one end of the internet. Whatever the receiving appliance in the consumer's hand, most of the information they will be accessing will not be e-mail, but a vast array of streaming information that is quickly becoming synonymous with the net. This information must be housed on Internet servers somewhere, and Dell is rapidly becoming the provider of choice for this exponentially expanding market.>>
Steven: GREAT post. Too many people have written DELL off. The expectations have come way down and now DELL is poised to enhance its business model and blow right by them....MSD and his team will continue to lead their industry for years to come, IMO. The next few months should be VERY interesting.
Enjoy the holiday weekend and thanks for sharing.
Best Regards,
Scott |
