“Dell has disciplined its suppliers intensely. One of the keys that Dell has going on is they require the suppliers to maintain title of the part until Dell wants them,”
“With the channel stuffed, the buying flow is smooth, ... Sales will be strong, but that revenue stream goes to the channel distributors, not the manufacturers.”
“The success of this is critical. The company is currently living on astounding product introductions but it doesn't have a solid core sustainable business beyond its traditional segments.”
