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May 2004, Week 4

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From:
Art Bahrs <[log in to unmask]>
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Date:
Mon, 24 May 2004 11:42:16 -0700
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Hi John & All :)
    Somehow this sounds like the articles I read and heard about when
MickeySoft grabbed the rights to DOS, massaged DOS abit and sold the world
MS-DOS.   And What Intel said about AMD when they produced a 486 knockoff
chip...

   I remember when Lotus resorted to the court room rather than the
programmers to stop QuattroPro grabbing Lotus 123's market share... I
wonder if Carly is afraid that Albertson's and Safeway's will become Dell
Printer Sales Outlets rather than selling the Apollo line of printers (I
think they are HP rebrands?)

Art "happy to buy quality cheaper! hehe " Bahrs

=======================================================
Art Bahrs, CISSP           Information Security          The Regence Group
(503) 553-1425              FAX (503) 553-1453



The article below from NYTimes.com
has been sent to you by [log in to unmask]


Very interesting story about the state of our industry.

John Lee
Vaske Computer Solutions

[log in to unmask]

<<< snip >>>

The Distributor vs. the Innovator

May 24, 2004
 By STEVE LOHR

"The biggest mistake I've made,'' confesses Michael S.
Dell, the 39-year-old founder and chief executive of the
fleet front-runner among personal computer makers, "was not
getting into printers sooner."

Lately, Dell Inc. has been making up for lost time. Since
it started selling Dell-branded printers a little over a
year ago, shipments have risen at an encouragingly rapid
pace. Mr. Dell predicts "tremendous growth" for his
company's computer printer business over the next 5 to 10
years and vows to change the economics of the industry.
Tomorrow, Dell plans to announce that it will begin selling
printers for the corporate and home market that it claims
will reduce the cost of some printing jobs by 30 percent or
more.

Such talk sets Carleton S. Fiorina, the 49-year-old chief
executive of the Hewlett-Packard Company, the powerhouse of
the printing business, on edge.

<<< snip >>>

"Somebody doesn't just come along, particularly a company
that is not an innovator, and say, 'We're going to do it
better,' " Ms. Fiorina said. "Dell isn't doing anything.
It's just distributing other people's products."

<<<< snip >>>>

The Dell strategy is obvious: build a printer business,
attack Hewlett-Packard's crown jewel and, thus, hobble its
principal rival. And Hewlett-Packard is trying to return
the favor by cutting prices aggressively on PC's with the
goal of grabbing sales in the corporate PC market, which is
Dell's stronghold.

<<<< snip >>>>





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