We've already been there.o: Captain Jack (62729 )
From: Mao II
Wednesday, Jun 9 1999 4:16PM ET
Reply # of 62839
Cap: Why add to this sow in the teens? Why not play semi shift to 300mm & .18-13
microns? Or select a decent software play in a sector that is poised for comeback? When a
company goes bad, chances are it will get worse, a lot worse. Look at the sorry history of
Unisys. The company has finally gotten a grip on itself after years and years and a sheaf of
rent-a-exex. Even that is unusual. Far more common is for entropy to set in and
permanently disable an entire organization. I agree with innumerable posters who have
pointed out that KompaK has boasted incredible resources in its history. But consider for a
moment which of those resources have not been squandered or debased. Name them for
me. M2
To: Mao II (62737 )
From: rudedog
Wednesday, Jun 9 1999 4:57PM ET
Reply # of 62838
M2 -
Unisys was a weak player in a dying market with little base technology, hamstrung by long
term government contracts and loaded with debt, driven by old-line mainframe management.
CPQ is the market leader in its segment, has no debt and $4B in cash, has the deepest
technology portfolio behind IBM (and a better portfolio in key areas like clustering), and is
nearly at the end of a transition which should position them to be the leaders in the next
generation of information technology.
Which resources do you think CPQ has squandered or debased? |
