6.17.2005

Ideas & Screening | Reuters.com: "Dell's fulfillment process is impressive, but is it significantly better than Amazon's, Wal-Mart's, or Best Buy's? Goodness knows that I wouldn't place a huge bet in that field of horses, and, ultimately, competing on price without competitive marginal advantage becomes a race to the bottom anyway. "
I'll tell you that Dell knows how to crunch. They'll a 3pl company, like mine, and then tell you what to do. I know Wal-Mart is known for tightening the screws too. I don't own any Dell stock but everyone who sits around me does and they watch that price very carefully.

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