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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: paul_philp who wrote (51206)	5/2/2002 10:02:57 PM
From: chaz	of 54805

Paul + TR... Like a good many of us, old enough to remember those earlier chimps and their mergers, I have a harder time envisioning a single source for PC's...although HP+CPQ reduces the number by 1. I don't know if, current environment, any PC seller is doing well...and the longer current environment lasts, the lesser sellers are going to become more and more marginal. But I can't see us losing all but one. I keep wondering how long HP is going to continue selling printers and scanners to Dell for resale. It will be galling to the CPQ part of the new HP to see business going to an arch competitor, supporting the very organization the CPQ part is hoping to undermine. Were they to cut Dell out, Dell would simply put another brand in their place, and probably cost HP that profit, with little hope that the said undermining could actually take place. Carly has some work to do, and for those inside HP it's not going to be pleasant. Chaz

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