Transcript Dell Doldrums+

Dell
Doldrums+
“[Dell’s] predicament may be intractable. Dell
remained slavishly loyal to its core idea of ultra-efficient
supply-chain management and direct sales to customers, even
as rivals have stepped up their game. … Instead of adapting,
critics say, Dell cut costs in ways that compromised customer
service and, possibly, product quality.” —BW, 0904
“They’re a one-trick pony. It was a great trick
for over 10 years.” —tech exec/BW
“Dell’s culture is not inspirational or
aspirational. This is when they need to be imaginative, but
[Dell’s] culture only wants to talk about execution.” —Geoffrey
Moore
“There are some organizations where people
think they’re a hero if they invent a new thing.
Being a hero at Dell means saving money.”
—Kevin Rollins, CEO, Dell
Free at Last: Most Recent Chapter
in a Long-running Saga
Freescale
Semiconductor*
*$16B
Spinoffs
systematically
perform better than IPOs … track
record, profits … “freed from
the confines of the parent
… more entrepreneurial,
more nimble”
—Jerry Knight/ Washington Post/ 08.2005