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Strategies for a discontinuous future.












Wednesday, November 12, 2003
 


SV.com asks whether CE can turn around Gateway's strategy decay. Here's a general piece for some context.

I doubt it, because Gateway's competences aren't aligned with CE. They've recognized that, and are retooling their business model - but the fact remains that there are players with already deep competences and deep pockets entering the CE industry, like Dell.

Now if Gateway was focused on disrupting Dell via radical strategic innovation, that might give me some confidence - but they're focused more on imitating Dell.

-- umair // 5:44 AM //


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