The basis of that dynamic is the cold fact that they all hate each other. The vendors hate the disties, the disties hate the vendors, the dealers hate the disties and the vendors, the disties hate the dealers. The consumers just, hopefully, buy stuff.
So here at the Canalys Channel Forum (CCF) we were pleased to observe quite a degree of upset at Lenovo for, in the 1990s jargon, “stuffing the channel”.
What that means is several distributors I have talked to here have clearly indicated that they have piles of Lenovo products in their warehouses that not only aren’t selling that well but continue to be delivered to their distributors, willy-nilly.
These sources from various distributors decline to be named, for obvious reasons, but have clearly indicated that they suspect the same thing is going to happen on the X86 server front too.
Lenovo could not be contacted at press time because it’s 05:42 in the morning here in Barcelona and we’re just waiting for breakfast to start.
We’re sure we’ll have our share of nibbles later in the day.