There’s a dynamic in the channel between vendors, distributors and what we used to call dealers but are now forced to call resellers for politically correct reasons.
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.
Despite rumours of private equity money, and takeovers by people as diverse as Microsoft and even HP, it appears that AMD is still getting the kind of support it needs from partners in its egosystem (sic).
Here at the Canalys Channel Forum (CCF) conference in Barcelona, HP went out of its way to give AMD express backing and even exclusivity in the way of product launches.
Of course, there is nothing particularly new about this. I am staying at the Princesa Sofia hotel in Barcelona and it was here, now more than 20 years ago, that Compaq CEO Eckhard Pfeiffer lit out at Intel for messing with its customers’ minds. Wasn’t this also the venue for ex CEO Jerry Sanders III to declare that “with Microsoft and Intel we make the Holy Trinity?” I think it was.
Compaq was eventually swallowed up by the HP body corporate in the shape of Winsome Carly Fiorina but it has always given AMD a fair crack of the product whip.
AMD showed off two devices that will be sold into the channel worldwide – a highly dense little jobbie that seems to have more specs than you can shake a fist at and will hang on the back of your HD monitor – and a rather light notebook that is also highly specced and soon to be released as part of the Elite family.
Of course, getting the spinners or the suits to talk about acquisitions and the like is like trying to get a spider out of its web. But, nevertheless, it seems clear that quite a few AMD suits now appear to be HP people out of Grenoble.
An HP source, who declined to be named, suggested to Channel Eye that Intel doesn’t mind these kind of exclusive deals because it will be in deep hot water if it has to go it alone.
More, if it transpires.