MH,..Re:.I think Rudedog could set us straight on who actually does what for whom.
I believe Rudy said Dell still contracts services through DEC/(CPQ). They also sometimes use MSFT. This was verified by Hubby for his Dell servers and interfaces. Since the DEC people were already local, and since they knew the equipment and business, it was easier to contract them still through CPQ. I think they also use IBM since the corporate computers are AS400's.
Also, I recently posted IBM's last quarter business splits and revenues and the margins for both the services business, which I take to be mostly installation help and trouble shooting, as well as the Enterprise business which is mostly consulting, long range planning and configuration, were both very good. Their biggest margins came from the software business though. Do you think this segment is also being looked at by Dell?
ibm.com
The recent fad of rotating into the cyclical and/or low PE stocks will pass just like other fads have in the past, especially when after one or two quarters of holding AA, EK or MMM, they compare gains. <g>
Regards,
Lee |
