The Internet wasn't a disruption for Dell. It just made Dell's business better than it was. Dell was doing just fine before the Internet. What the Internet did is it turbocharged the efficiency of our direct business model. It's a mutually reinforcing mechanism because the Internet was a demand generator, and now we're using it to gain efficiencies in supply.
Information is a whole lot easier to manage than physical assets.
The other lesson is that you can deliver entirely new products and services if you use customer information as opposed to trying to guess what will sell. Demand drives supply rather than supply driving demand. We can be a whole lot more responsive to the demand signal. You've been asked by the likes of Ford Motor CEO Jacques Nasser for advice on setting up an e-business. That and Internet-enabling their business.