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Technology Stocks : Compaq
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To: Night Writer who wrote (91139)5/9/2001 8:36:41 PM
From: rudedog  Read Replies (1) of 97611
 
NW - on that note, DELL's Tom Merideth just resigned - he had been given the role of corporate development and strategy just a little while ago. Tom was one of the major forces - if not THE major force - behind the development of DELL's successful business model. But he was opposed to the retrenchment that DELL has taken recently. Like me, he sees the PC business as largely tapped out, and DELL's position in that market as a rearguard action, not a winning strategy. He was a big proponent of DELL investing in higher end products at higher margins, rather than selling low end servers like "big PCs", and with PC margins. I think the recent abandonment of that strategy by DELL (after only a halfhearted effort in the first place) was the last straw for him.

There was also a comment by TP on the DELL thread that TM was a little too friendly with Clinton / Gore given MSD's strong support of Bush - but I would think that was more likely a calculated side bet in case Gore won.
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