Dell Technologies Inc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dell Technologies Inc.

DELL 138.94

0.0%

Dec 5 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: TechMkt who wrote (136779)	7/16/1999 7:57:00 AM
From: jttmab	Read Replies (1) of 176387

Fez, The points you make I think are good ones. CPQ certainly has a channel partner problem when going direct. Inherently it may impossible to have a direct business and have retail channel partners. A CPQ/GTW merger would allow for the possibility of CPQ eliminating the channel partners altogether. A pretty dramatic step no doubt, but that may be what CPQ has to do. On trimming...it might enable them to "trim" the CPQ side rather than the GTW side...another plus for Waite becoming CEO of a merged company. It seems like a it would have to be a stock swap and merger rather than a cash acquisition. Though it seems like CPQ needs GTW more than GTW needs CPQ. Just some thoughts, not a prediction. Best Regards, Jim

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next