Agree with your comments on a hypothetical basis.
However, Dell is gaining market share. It can't do that on price alone. It's offering a much better overall value package of PC, quality, support, service, Software, customization, customer interface, ...
IMO, it's not just the direct ordering model. It's the overall business model.
As long as the CPQ's and the IBM's think that they can implement a web site and take share back from DELL, Dell will remain a winner.
As I've said before, IBM doesn't give up easily. And they do eventually learn from their mistakes.
So I agree with you. Dell has to keep moving ahead to survive.
FWIW,
Ian. |
