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Politics : Formerly About Advanced Micro Devices

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To: tejek who wrote (143115)	3/6/2002 1:26:00 PM
From: combjelly	Read Replies (1) of 1579791

RE: HPaq. From my viewpoint, the problems that HP and Compaq have with respect to Dell are not going to be solved by merging. The problems that both have are structural, they have a fairly deep hierarchy, and that costs a lot. Dell doesn't, at least not nearly as much. In addition, Dell doesn't do nearly as much R&D. That is a plus and a minus. It's a plus in that it is a cost they can push onto Intel and their suppliers. It's a minus in that they are stuck with mobiles, desktops, low end servers and workstations. But there is a big chunk of money in that area too. But the merger is based on the myth that together they can demand their suppliers cut their prices to get their business. I suspect there isn't a whole lot more that can be cut, probably not enough to pay Carley and Mike's bonuses... Oh yeah, they plan on axing 15,000 employees to pay those bonuses. Now that'll do wonders for moral. From what I've heard, there are departments and people already jockeying for position to save their jobs if the merger goes through. This cuts into productivity at a time when that hurts the most.

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