HP leaves Dell with an EDS-shaped hole | Channel Register
Where would Dell go for next step?
Among all enterprise IT vendors, Dell is the only vendor whom does not possess its own IT consulting arm. Honestly, that indeed may make Dell to stand in an unfavorable position.
On the consumer side, even Apple has surpassed Dell in PC sales. Standing under the shadow of IT giants like IBM and HP, Dell's line of PC Servers is going to suffer even fiercer competition. In age of consolidation, those whom don't buy get bought. But as always, it is easier said than done.
Dell might as well as learn from lessons of BEA, my former employer. BEA focused on its strength-middleware-and tried to be the sole significant independent enterprise software provider standing, and we know how it went.
People like Carl Ichan is always watching for suitable target. Who know which company is next after the market has digested Microsfot-Yahoo! takeover?
Showing posts with label HP. Show all posts
Showing posts with label HP. Show all posts
Sunday, May 25, 2008
Saturday, March 08, 2008
Acer trumped Dell in Q4 07 world laptop sales | The Register
Acer trumped Dell in Q4 07 world laptop sales | The Register
The only truth of business is that everything changes with time. How could we imagine a powerful Dell being surpassed by Apple and Acer in sales?
Both Acer and Asus are Taiwanese brand that struggled for a decade to gain worldwide recognition. Decades ago, many Taiwanese PC manufacturers faced a difficult dilemma: to brand or not to brand? Many of those companies that chosen to brand their own PC/NB were severely punished by big names like IBM, Dell, Compaq and HP. Even today, many quality PC/NB manufacturers in Taiwan still are afraid of a branding strategy, for it means immediate retribution.
It makes me think to see the trend reversing. Actually, no matter which brand of PC or NB you use, it comes (with almost certainty) from a Taiwanese manufacturer. There is no obvious quality differentiation between those manufacturers. Even Apple's newest Macbook Air comes from Taiwan. Now, what makes you, a consumer, already knowing that the quality behind those products are pretty much the same, to choose a Dell over an Asus? Or HP over Acer?
For Apple, I think it's a different matter. At least Apple offers authentic and interesting design; for all I know, most Dell/HP models are designed inside-out by Taiwanese manufacturers. How will a brand like HP or Dell be able to differentiate their hardware?
My opinion is that branding strategy for PC/NB/gadgets providers should seriously include a software strategy. Software, after all, is what makes using computer an interesting experience.
The only truth of business is that everything changes with time. How could we imagine a powerful Dell being surpassed by Apple and Acer in sales?
Both Acer and Asus are Taiwanese brand that struggled for a decade to gain worldwide recognition. Decades ago, many Taiwanese PC manufacturers faced a difficult dilemma: to brand or not to brand? Many of those companies that chosen to brand their own PC/NB were severely punished by big names like IBM, Dell, Compaq and HP. Even today, many quality PC/NB manufacturers in Taiwan still are afraid of a branding strategy, for it means immediate retribution.
It makes me think to see the trend reversing. Actually, no matter which brand of PC or NB you use, it comes (with almost certainty) from a Taiwanese manufacturer. There is no obvious quality differentiation between those manufacturers. Even Apple's newest Macbook Air comes from Taiwan. Now, what makes you, a consumer, already knowing that the quality behind those products are pretty much the same, to choose a Dell over an Asus? Or HP over Acer?
For Apple, I think it's a different matter. At least Apple offers authentic and interesting design; for all I know, most Dell/HP models are designed inside-out by Taiwanese manufacturers. How will a brand like HP or Dell be able to differentiate their hardware?
My opinion is that branding strategy for PC/NB/gadgets providers should seriously include a software strategy. Software, after all, is what makes using computer an interesting experience.
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