PCSS:Thanks,very interesting, I wouldn't call their discussion incisive,insightful nor revealing, more like shooting the breeze over a beer in a pub would be more appropriate description.
'Pc a commodity','sub 1K pc','asian crisis','channel sutuffing' etc. Nothing new here, by now we must have heard it a million times.
Growth: Minimal at 25% for CPQ and 50% for HP,DELL,that's minimal?
I wish these interviews were interactive,so we could call in and tell these guys to 'shut the hell up.' eh? Just a thought. |
