Dell's performance as a cost-leader using a direct-sales channel is being threatened. As other manufacturers have gained significant efficiency in manufacturing, they are able to manufacture and sell higher quality products to customers. VAR Business provides a good overview of Dell's malaise. As VARs find more ways to beat Dell , we haven't seen any major changes in Dell's strategy apart from some blathering about manufacturing computers with AMD chips .
With enterprise markets tending to move more towards HP and Lenovo, and consumers switching towards whitebox computers, Dell must work fast to recapture these market segments where it has been most successful in the past.
At least, Rollins isn't busy giving away hardware and chuckling at competitors as they take market share away.
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