I found this item about Dell in WSJ interesting:
Dell Computer Corp. plans to begin selling retail-store systems including electronic cash registers as the world’s largest personal-computer maker continues to expand its ambitions beyond its traditional turf. The company aims to provide the customized equipment required to automate department-store and convenience-store operations.
Mr. Farello, Dell’s vice president of retail-business development, said Dell has been encouraged to enter the market by large retailers looking to lower their point-of-sale systems’ cost.
Dell’s new marketing will pit it against traditional point-of-sale suppliers including International Business Machines Corp., NCR Corp. and Wincor Nixdorf GmbH, as well as newer entries from Hewlett-Packard Co. and Sun Microsystems Inc.
IHL estimates the North American market for checkout systems at $4 billion a year. IBM, the largest supplier of point-of-sale systems, holds an as much as 75% share of the systems installed at the top grocery-store and retail chains.
I think there’s also an opportunity to look at Linux-based Point-of-sale systems in emerging markets like India. I haven’t researched the segment but this could be an area ripe for disruption. For the most part, the competition is nonconsumption – most retailers don’t use any system at all.