You are talking like a stock fortune teller again on this thread.
Let me give you one piece of information, DEC will announce much higher
earning comparing to the same quarter of last year, i.e 50C vs 27C.
I always like to talk about fact, and you like to talk nonsense to speculate the future
price of stock while based on unsolid speculations. I think you realize that most of
the inventory probably has been digested at this moment (about 200000 units), with
annual sales of units of 13 million units, the inventory of 200000 units is only
around 1.6% of annual sales. To transfer from a indirect sales model (through
the middle man) to a direct sales model, the one quarter of earning disappointment is
the pain CPQ has to facedAfter the adjustment, it will be a new beginning to CPQ, and it is a good one. I think you realize that. Especially the merge with DEC,
it is another positive to CPQ. Selling to the enterprise , it is quite different than selling
PCs to the individual consumers. It required a lot of service and consulting and after
sale service, with DEC, CPQ will be fully equipped , which DELL does not have, and
HWP fear to death, the fierce competition from CPQ for the business of enterprise . |
