Bill,
Hi!!
RE: .Matter of fact we could be looking at one DELL's big old "fast percentage breakouts"
Over the past year...IF there is one optimistic commonly used phrase by some of the guests on CNBC: To paraphrase: "coming out of the recession the companies best suited for the quickest rebound will be the ones with a model that are the most efficient and are best positioned.. and all the while profitable"... Well, I haven't heard anyone say which ones...But, ya know there is one that does come to mind... :o)
I'll repeat...The reps are drooling at what DELL has positioned for this recovery...
Interestingly, I had a long discussion with a parent of one of our wrestlers at a tournament over the vacation...He works for some rather large company across the river that also touts a blue emblem... :o) We began by discussing the possible...not possible CPQ/HWP marriage... Some quotes here Bill: "Dealt with HWP for years...slow, not very driven, hate Carly, etc.." "CPQ can't compete and this move is being made out of desperation by both...IBM and DELL deal is killing them"..."Yes, some would say DELL and IBM are already merged"..."Sure, as DELL moves up the chain the pressure on EMC will be enormous"...Obviously, just some tid bits here...But, he's been there 20 years and his knowledge of the long term picture was refreshing...He sees two winners also...Ohhh, he bought some DELL and more IBM in the past 3 months...Asked him why..."Everyone at work sees an end to this"..
Best, Kemble |
