Mi pare ineccebile (e fa vedere al confronto quanto sia geniale Steve Jobs).
Why HP’s Departure from the PC Business Was Inevitable – Willy C. Shih – Harvard Business Review: “This constrained innovation space is a direct result of Intel’s commoditization strategy. Back in the early 1990s, when Intel was seeking to “pace” the market for PCs, it introduced a set of standards for desktop PCs that commoditized all of the hardware components beyond the microprocessor. The “ATX” standard drove complete interchangeability of motherboards, add-in feature cards, memories, disk drives, power supplies, cabinets — components that Intel did not manufacture.
Commoditization of everything else meant lower bill-of-material costs for PC assemblers, which translated into lower selling prices for consumers and higher sales volumes. And since the software experience was standardized and controlled by Microsoft, consumers could have consistent product expectations regardless of the brand of the PC. This changed the basis of competition for PC manufacturers. Companies like Dell rose to the forefront on its “late configuration” model, customizing for consumers with its build to order model.
But where were the opportunities for innovation if you were a branded PC manufacturer? The color of your PC or the shape of your keyboard? Or maybe in all the useless “crapware” that branded sellers loaded on to your PC in exchange for subsidies from hopeful software vendors that wanted to entice you with trial versions of their product?”
