One reason that Dell didn’t make my short list of companies with vision is its lousy business decision to remain the lone first-tier player not to add AMD’s processors to its server lineup. Hewlett-Packard, IBM, and Sun Microsystems, among others, like Dell’s decision fine. They know Dell’s missing out on AMD’s secret sauce. AMD’s CPU line is so very manufacturer-friendly — meaning that it’s also profit-friendly, as system vendors evolve from model to model and reach into new markets, especially the higher-density value server market that AMD is certain to own. Dell wants no part of this, choosing instead to...