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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: TechMkt who wrote (118266)	4/17/1999 11:15:00 AM
From: Mike Van Winkle	Read Replies (1) \| Respond to of 176387

This is an absolutely incredible article. These guys know what makes them great, business process improvement, "XML-based supply chain processes," "We already have efficient [order processing] now," said Michael Dunn, Dell's chief technology officer. "But XML will give us a common interface for letting customers and data sources interact." I posted this on TMF Dell board, hope you don't mind my reposting it here. "To compete against Dell a business has to be built from the ground up. I am not talking about buildings, equipment, location, products, software, or any pieces that anybody could point to. A tiger is not pieces, it is an organic complex of systems that developed over time (evolution). CPQ stopped developing when it brought aboard management that had no understanding of a business as an organic complex of systems. Pfieffer had one goal in mind and that is reaching 50 billion in revenue by year 2000. This is not a goal for system oriented leadership. It is the cart before the horse. Acquiring and assembling businesses by stitching together parts will never make a tiger. Bringing in new management would work if the management realized the way to survive is the IBM way, become a supplier to Dell (HighReturn first brought this to our attention long ago). Ego will keep CPQ together as the chimera it has become. TMF Gardners never talk about what makes a business competitive because it is not on the quarterly balance sheets. Wall street analyst will not point it out either because they are blind men evaluating the elephant by feel-it is a tree (leg), no it is paper (ear), no it is a rope (tail), no it is a house (side). They never see a business as an organic complex of systems. It is not the current market, or products, or people, etc. Dell is an organic, cutting edge, information age, rapidly evolving and adapting, integrated business that the world has never seen before. Every CEO with brains wants to copy the Dell business model, even Gates (look at the latest MSFT reorganization- it looks like Dell!). No one will be able to touch Dell for the next five years. This is one of the few times in history where you can buy the shares and put them in your mattress. As rapidly as technology and markets change today anyone with a brain should have to be checked into the psycho ward after saying this, that is how difficult and revolutionary it is to do what Dell and Company has done in building their business model."