2 thoughts on “Real curse of the Beige PC”

  1. There comes the next opportunity for the ODMs to enter the PC market via forward integration. The existing PC companies (gateway, dell etc.) don’t make the software or the hardware and barring dell’s, there is no business model which will help them to squeeze profits from ever declining PC prices. The ODMs can offer lower prices as the supply chain gets leaner.

  2. “the tyranny of numbers is a curse on design” but its what makes the economics work. You can’t continue to have Microsoft make the biggest chunk of money from PCs and expect others to be creative. The model disallows innovation on manufacturers part because of the economics.

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