Apple vs. Dell: the victory of marketing leadership over operational excellence?
Is the bell tolling for process-intensive (Dell, Home Depot, Amazon, Wal Mart, HP, Ikea, etc.), top of the class in operations, companies? Why have marketing-dept. driven companies (Apple, Nescafé, American Express, l´Oréal) so strongly gained momentum in the recent months?
Take the Dell-Apple bullfight. Check this MacDailyNews article. Ceteris paribus, Apple computers (laptops & desktops) now appear to be less expensive than Dells (see an example here, in Spanish but easy to pick up).
As a reminder, Apple´s market cap has been topping the one of Dell since the early days of May 2006.
Furthermore, Apple blows Dell away at the Google fight (see picture).
Adendum: I guess economics may help here. In growth periods, marketing-driven companies outperform operations-driven ones, and conversely. Provided that it already has a sort of cost-killing culture, I bet that Dell & HP will take the lead again at the next economic downturn.
Adendum 17th August 2006: Interesting article in InfoWorld about Mac Pro being overpriced.

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