Rudedog,
I have to disagree with you on this one.
Many people confuse direct delivery and
configure-to-order with internet sales - the two are not the same. DELL does not sell a majority
of its systems over the net...
Clarity is everything so why is it you can state ideas
in a succinct manner as above, and this comment made without
expansion says to me as a common man, who cares about internet sales, period.
If you read the analysts reports, even they are not a consensus and part of the factor is lack clarity. MC's comments on 15% growth, we're spinning off AV, we'll support NT, we hope to have CFO soon, and so on.
Elwood has said it a thousand times before, management has to speak fully and without ambiguity and to me, as if we know nothing about how the system works.
Wonder why W.S. doesn't totally respect CPQ?
IMHO, confusion and grey areas because not everyone is as
deeply grounded as you are (CPQ & Dell maybe others) in stocks they own. Why do you think you are valued here?
Because you read between the lines and translate expounding
and frequently defending the movement and comments. Nobody
has criticized you for providing more insight and info.
but it does open avenues of discussions such as the ones
you've had with Victor, providing a greater reason for
this thread.
Babbling hio |
