Dell also can’t do what supermicro does because it would eat their margins. The dirty secret is that supermicro is making headway because they’re a lot cheaper than dell or hp. If dell/hp start to compete on price they don’t really gain any additional marginal business to speak of, but they do lose margin on all their current contracts (who presumably want to get the discount too).
The “companies become too stagnant to disrupt their own revenue streams” isn’t just a trope about leadership vision, it’s a very real financial phenomenon. Customers don’t like open price discrimination and often it’s better to keep your best customers than to chase after new ones and push all your margins downwards.
The “companies become too stagnant to disrupt their own revenue streams” isn’t just a trope about leadership vision, it’s a very real financial phenomenon. Customers don’t like open price discrimination and often it’s better to keep your best customers than to chase after new ones and push all your margins downwards.
See also: the gpu market.