Dell @ Wal-Mart - everyday low profile

Michael Dell used to boast about a constistent strategy relying from the start on his own Intelligent Design. Then came the first Darwinian inputs : diversity with AMD (Intel partly outside), IdeaStorming for Ubuntu (Linux inside)...
Now this : indirect sales. Through no other than Wal-Mart if you please (one year after the trials in two malls - Dallas, TX and West Nyack, NY).
Shaking the very core of the Business MoDell... but more trivially following a natural trend : you cannot skip the real life presales customer experience.

Dell eventually realizes some of their customers like to be asked "what makes you unique ?" But some analysts will ask Dell "what makes you unique now ?"


sites : ideastorm.com, ubuntu.com.

Voice Discounted, data embedded, TV Finnished

18 eurocents per mn, Alles Klar. klarmobil.de is mobilcom's latest vehicle to claim more customers and lower even more their revenues. Because subscriptions are up (4.55M end of June) but overall turnover down (-8% vs Q2 2004). So the operator communicates on a growing EBITDA per customer... New owners Texas Pacific Group obviously wanted to add sexier assets to their kolossales spectrum... up for sale but when and to whom ?

At last, 3G starts being embedded in laptops : Dell are working with Cingular on UMTS and should add HSDPA Q1 2006, and in the cdma2000 family, with Verizon on EV-DO (along with HP & IBM-Lenovo). W-CDMA and EV-DO proved their reliability and MNOs shouldn't miss the window of opportunity before the WiMAX - WiBro wave.

Nokia waited for the 2bn mobile sub mark to announce handset #1,000,000,000, so that stupid analysts can praise their 50% market share. Less stupid : the choice of Taiwan for a new R&D center devoted to 3G. The Mobile Services Development Center (MSDC) is a JV with the Institute for Information Industry and the perfect bridge with mainland China. This side of the Thames, Nok-Nok are about to start their Oxford DVB-H trial with Ariqva (see Row vs wideband), but 02 customers won't pay for the TV service... the aim of the game remains to duplicate an easy experiment everywhere across Europe and lobby regulators, not to validate the potential of a commercial service. And working with Microsoft definitely changed the way Nokia annouce future products : I cultivate the buzz far in advance (i.e. 4Gb Nokia N91 will combine W-CDMA and WiFi and laminate iPods) and I postpone the launch because of Redmond's embedded bug-and-glitches function.

Dell VNO - Virtual Nosweat Operator

So Michael Dell just added his voice to HSDPA, the sign this standard's getting all the momentum needed to go to the top. But implementing 3G and beyond doesn't mean Dell will become a M-VNO.
Because Dell just can't become a M-VNO without ceasing being Dell. The Dell brand would be relevant and could make it but how far away from his know-how does Dell want to go ? Direct sales and DYI phones can work in a commoditized world but 3G+ is not likely to become a commodity before long. Customer service would be a hassle and the likes of Verizon would have to do the bulk of the job. And beyond a brand these folks usually seek partners with an added value in dealing with demanding customers.
So Dell will keep providing hardware with a minimal service and without considering true MVNOod. There's a noble task ahead yet : better efficiency, better productivity and smarter lifecycles for all handsets and future enabled devices.