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Technology Stocks : Compaq

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To: rupert1 who wrote (60078)4/29/1999 1:53:00 PM
From: rudedog   of 97611
 
Victor -
There have been rumors for a while that Mike Heil would go also. The WW sales and marketing job has been a suicide post since it was created - first, because EP had such a chokehold on the sales strategy that the post was nearly powerless, and second, because the regional heads, in particular Barth, had the rest of the power. We saw three executives in as many years who were shot out of the saddle. The big question after 1Q99 was whether the product groups or sales were primarily at fault for the profit shortfall, and it looks like the evidence pointed to the sales group. IMO Rosen is smart to go back to having the regions report directly - it cuts out another layer of management and three reports instead of 1 is manageable.

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