Sunday, September 7, 2008
Well, I have been saying for a while that Sun should imitate Dell's model in many ways (I'll come back to it later, I have to explain it _AGAIN_ to Jonathan this afternoon), but what we have now is Dell imitating Sun's way of manufacturing computers. They are even planning to be more aggressive than us, as we have some factories yet, but we don't do the microprocessors. They are planning to sell all their factories, like IBM did with Lenovo, but instead of selling the brand too (well, what else would they retain...?), they expect to have the PC manufactures fighting each other to be the supplier of cheaper and cheaper PCs. We'll see if this pays out at last... The PC market is quite hard, IBM decided to step out, and now it seems that Dell is struggling to keep the margins.