Om Malik interviews Michael Dell, and
sure enough its "supply chain advantage" comes up. To me, though, that is so 90s
because it still focuses on its hard-good manufacturing and distribution
efficiencies.
Dell is today much more of a services player but it has not shown the
ruthlessness to optimize the service chain. What is the opportunity? To drive
traditional outsourcing pricing from $ 3 a gb a month for storage to 20c that
cloud computing models are showing. Instead, as Dell points out elsewhere in the
interview he is content to sell equipment to cloud providers.
Not just in the data center, there is a huge opportunity to optimize deskside
management - it is embarrassing that to some companies BestBuy's GeekSquad can
provide a better outsourcing solution than established infrastructure
outsourcing players with massively more scale. Ditto with IT help desk, asset management etc - areas where
Dell has shown early signs of competence.
But to me Dell is still a hard-good vendor. It will likely spend more mind
share in getting in to smart phones and selling stuff to other outsourcers, when
its real big opportunity is in blowing up the infrastructure services supply
chain.
WANTED: More disruptive and innovative vendors..
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We started a blog sponsor program earlier in the year (see sponsor policies here) and are proud to have a list of charter sponsors who are moving and shaking and disrupting their individual tech markets.
Like Zoho, which has pioneered Office functionality in SaaS mode
Like Cognizant, one of the fastest growing outsourcers as it represents to many customers a much nimbler alternative to its bigger competitors
Like Rimini, which offers mature Oracle and SAP customers a far lower-priced maintenance option
Like Joyent, which is a pioneer in the new wave of cloud computing
Like Neubloc, which offers technology companies IP development capability in. E. Europe away from the heated Indian market
Each of them aligns with the readership of this blog which focuses on disruption, and the New Florence blog which focuses on technology enabled innovation.
Over the next few weeks we are opening up a few more sponsorship slots.
So, if you are moving and shaking and disrupting your part of the hardware, software, outsourcing or telecom world, come join our team of like-minded sponsors
Please send Vinnie Mirchandani an email at vm AT dealarchitect.com and we will send you a sponsor package to evaluate. And help you better reach an audience which is into moving, shaking and disruption.
July 28, 2008 in Industry Commentary | Permalink | Comments (0) | TrackBack (0)