kemble...hi...to cut the throat of one's competitor, at any expense to oneself, especially to the bottom line, is foolish...the flaw in such a strategy, is that you may decimate the opponent, but you have leveled the field to a point where you must question the value of your victory....as in, once prices are reduced they become the new norm...the auto industry learned this years ago with rebates...consumers conditioned to "expect" something....
please remember, neither ibm / hwp are cpq....dell has an exemplary model, but should an economic downturn upset the delicate balance of material supply, it could be fatal....this is what happened to japan..the industrial machine which dell copied, even if not credited in "direct from dell"...
i may be wrong, but does not ibm total e-commerce exceed dell's e-commerce?........remember ibm uses e-commerce for many things, especially from consulting services...to the amount of $20b...
dell must achieve more than "consolidation of pc business", for stock price to surge....do you want to own the number one pc maker at $40 share or the number three internet backbone company at $90 share???..i'd much prefer the latter...so when is "mikey" gonna tell us about "life beyond the pc"????
thanks as always..ed a. |
