What Did Dell Do?
20 September 2002
First, HP quit selling to them. Then, Cisco punted. Now, 3COM. Is Dell paying suppliers too slowly? Is the sale of hardware to consumers and corporations going through different channels yet again?
Someone point me to a link or link(s). I noticed that Ingram Micro is tightening up in the credit policy area and plans a restructuring. Are we staring at another shift in the computer supply chain? Remember when there was a Computerland, MicroAge, Inacom and Entre in every city? Remember when IBM and Sears had computer stores? Then, mail order hit in a big way. Today, we have a few remaining computer dealers from yesteryear, but they are integrators or VAR’s, etc. We have big box retailers in the game like Circuit City, Best Buy and CompUSA. How does this industry look in 3 to 5 years? Dell will likely have a say in how it sorts out.
Dropping Dell: now it’s 3Com’s turn. Switching accounts [The Register]
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