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I don't consider CSCO part of that. What I meant by that statement was the high-tech market dominated by the PC sector, CSCO transcends that. DELL should have gotten the deals with FORD and it's employees and the one HP got with Loudcloud, but no, they are acting like IBM was, sticking to their knitting, not being bold enough. DELL should of jumped all over the hosting biz, early, but no, they like to wait till the market develops before they doing anything, the problem with that is we are still in Internet time, they have missed out on all the first mover in that area.. I used the term DELL like to describe what can happen to company when it fails to move fast and morph when talking about QCOM awhile back, as problem I see in the future, it can happen to any company, even JDSU..
greg |
