El -
This attitude on the part of DELL management is one of the things that concerns me most about DELL. I have not heard CPQ even mention DELL, let alone bash them, since Pfeiffer left. Yet DELL management continually uses schoolyard taunts about CPQ, often, as in this case, incorrectly. I just looked at a private analysis of the UK market last week which indicated that DELL had shown a brief lead due mostly to reporting anomalies but that they were actually losing traction in the UK. Why would DELL management make that a public issue? What do they have to gain? If they are making sales, great, if not, why highlight the problem?
Another astute poster asked a telling question - how come DELL touts their #1 position in the US but only talks about percentage gains in every other market? hint: look at their relative position in other markets...
DELL is about to become the only major OEM to tie their fortunes to the continuing viability of the PC market. IBM, CPQ and HP have already geared up to survive and thrive without PC growth, GTW seems on a path to do the same. |
