>>Re: IBM and HP, look at their revenue/profit per
employee. Compared to cpq, it ain't good.
IBM and HP support large development efforts. They
both support operating systems and many software packages,
as well as proprietary hardware. Before
CPQ acquired Tandem and (by assumption) DEC, they had nothing
resembling these kinds of efforts to support. Now they do.
If they attempt to run DEC and Tandem like the prior CPQ,
they will have wasted their investment. I don't believe
CPQ will do that, but if so, look for serious long term
trouble.
That's not to say that DEC can't be improved upon. Just
that CPQ is not in the same ball game as before these
acquisitions and would be courting disaster to apply the
same business model. Those who analyze them based on
that model court serious misunderstanding of the dynamics
of the new CPQ. And believe me, it is a new company not
at all like it was before, whether CPQ likes it or not.
Anyway, they did it on purpose. |
