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Technology Stocks : Dell Technologies Inc.
DELL 133.78-0.1%Nov 14 9:30 AM EST
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To: D.J.Smyth who wrote (161423)10/3/2000 3:10:30 PM
From: rudedog  Read Replies (1) of 176387
 
Darrell - re: "i bet right this very moment that Compaq's CEO is NOW going through MichaelDell's trash in order to plan his next venture"

Given that DELL's successful 1997-2000 server strategy is an exact copy of CPQ's 1994-1997 strategy - and implemented by the same guy (Mike Lambert) - I think it is a lot more likely that DELL is going through CPQ's trash.

A few more examples - CPQ enters server appliance market in 1998. DELL enters in 2000. CPQ breaks out a storage division in 1997. DELL does it in 2000. I could go on, but you get the drift.

DELL has been successful by being a "fast follower", and the company they have followed the most closely in technology and product terms is CPQ - they like to "cover" CPQ's sweet spot with a nearly identical product offering, usually after CPQ has created demand but before the fulfillment has really tapped out. While DELL executes on those business initiatives more efficiently than CPQ (or at least has in the past), I don't think there is a shred of evidence that CPQ has taken any notes from DELL. Sometimes, as in the direct distribution game, CPQ probably should have taken a page out of the DELL gamebook. But with more than 5 times DELL's R&D spend, CPQ is unlikely to be looking up highway 290 for any innovation.
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