Channeling HP - Hewlett Packard Bests Dell in Retail

I like to pick on HP more than most people, so it is odd Iprimarily to standardization, which kicked a key
now must praise them.differentiator out from under Dell. Take away the need
Back when I was on the other side of the B2Bfor mass customization, and you remove mass sales.
technology exchange, I was primarily an HP customer. IAbout the time this market shift occurred, HP installed
ran shops with multiple minis of varying HP operatingTodd Bradley at the helm of their Personal Systems
system flavors (RTE, MPE, HPUX) and thus had aGroup, that included oversight of PCs. Todd came
deep love/hate relationship with the company. To thisfrom Palm, an outfit that had both good direct sales
day I keep a number of HP executives in my virtualand retail sales of consumer products. Todd
Rolodex and hound them when necessary orunderstood that PCs were now over configured for
advantageous.the average user, meaning that most users didn't
For a long time it appeared that HP's PC business wasrequire customization or many feature tradeoffs.
going to go the way of IBM's, namely "out the door."Consumers needed competitive prices and instant
Sales were weak, and the fatter margins promised bygratification, which can only be had at a retail outlet.
the Compaq merger were not evident. HP wentSoon thereafter the shelves of every office supply
toe-to-toe with Dell, attempting to clone their successand computer store were filled with HP hardware. The
without ever coming close. Mass customization wasprices were low, the features competitively rich, and
not something HP was going to be good at, and like allyou could take it home today.
things Carley inspired, was heading for the technologyIBM never saw this opportunity because IBM is IBM,
sewer.and makes it's money selling expensive gear to
Two things happened at about the same time thatenterprises. Today HP is happily schizophrenic, selling
changed HP's PC fortunes. First the market changed.both enterprise and consumer technology goods. It
Dell was the PC king when mass customization wastook time, and it took getting consumer marketers like
demanded by the market. Keep in mind that Dell grewBradley into the mix. Recent news shows Dell playing
during the period when PCs were fragile, componentscatch-up and elbowing their way onto retail shelves,
were expensive, and building system to order allowedsadly by fishing on the bottom of the lake by peddling
consumers to get what they wanted withoutthrough Wal*Mart ("Hey, honey, fetch me a 12-pack of
overspending. Michael Dell saw the weakness in theBVDs, some shotgun shells, and a Dell Core Duo" ).
market (incompatible system, limited store selection,Though not abandoning their direct sales model, they
and high prices) and made a business out of eliminatinghave a bit to learn about resurrecting a brand that suits
those problems for the consumer.retail sales, as well as manufacturing to meet the
But the market changed, to which HP responded andperpetual feature/price crush of the PC market. I
Dell did not. First, components became morewould bet they do well, but HP now has the
standardized and the price of components fell throughcommanding lead and Dell has an uphill battle ahead.
the floor. My bookkeeping system reports that I gaveThe marketing take-away is this: markets change, and
Dell $3,500 back in 1998 for well loaded desktop.complacency kills. Recognizing a shift in your market,
Today a server grade desktop with a quad processorand acting on that shift is essential to staying alive. No
costs around $2,000 at CompUSA. This is duemarket is static, and neither are your competitors.