SB,
Hi!!
RE: Speaking to investors at a conference sponsored by SG Cowen in Boston, Fiorina said the deal shouldn't have given Wall Street such a shock, given the increasing demands for a wider range of products and services from computer customers.
"We think this combination is not only a clear creator of shareholder value in the relatively short-term, realistic conservative synergies that would make this accretive in the first full year of operation and synergies that we know how to direct," Fiorina said.
"But, more importantly, we think that it provides us with a very compelling platform for growth as this industry evolves and as customer buying patterns continue to change," she added.
I found this in another article but I felt it was appropriate for the excellent article you just posted...IMO she is talking the talk but has never walked the walk...It certainly must be frustrating though...DELL can't be beaten and no one has a vision that even mentions how they will do it...I've frequently mentioned that if Michael wished to sell Kool Aid he'd put all the other kids on the block out of business...His efficiency that he created long ago is unstoppable...Interestingly, I just had a phone call from Loren Steffy of Bloomberg News...He was interested in what I felt of the HWP/CPQ merger...Well, it's really old by now but I still think that Mike Kwatinetz who in 98 was employed by CSFB told us: "Over the next five years while all the others try to emulate and react to DELL's model...Just imagine where DELL will be by then"...SB, I truly don't believe there has ever been a more compelling statement made about DELL...The efforts to defeat Michael's vision of dominance in the hardware sector IMO are futile...
Best, Kemble |
