rude, thank you for you knowledgeable input as always.
But for just a moment, forgive seymour his editorial peccadillos, I have read with great interest your understandings of the sunw acquisition of cobalt. You have convinced me that this was not sunw's most brilliant maneuver.
I don't think that was the import of Semour's rant, taken on a presymbolic level.
Look at his example of the 1U servers. On a visceral level he is saying the same thing I am. Why hasn't CPQ been more profitable. I think he is concerned that the DELAY that cpq has evidenced in executing on its technical leadership will cause problems and loss of competitive advantage.
And unfortunately, his point about CPQ refusing to stoop to conquer, is vaguely reminicient of Intel's joking about the low end PC market prior to CeleronA. Historically speaking it was a mistake by intel to cede the low end of the market to AMD, foothold wise.
Sure, they can trim expenses, but it has been three years since the DEC acquisition. I don't have current information but Hoovers lists the end of 99 employee count at 85,000. This sounds wrong but my visceral reaction is that there has not been a significant employee head count reduction, in MC's tenure. Not 8000, certainly.
You know me, I am not a knee jerk reactionary, but after all this time to say that cuts in expenses have yet to be made is way, way too timid.
Am I being unrealistic? Or is Rosen content merely to not make any mistakes at the risk of growth, sort of like General Motors? |
