Well, I was too condescending to Andrea, which has been bugging me since I posted. It's just different worlds, you know. Hers is as valid to her as ours is as ours. We should ease up. Andrea, if you read this I apologize if I sounded above it. I just have a different point of view. Hope you accept the apology.
Steve, you've just stated the major drawback to mergers in general and high-tech in particular (I'm sure you know this). The parent always imposes its will, more or less, on the new subsidiary. We will wait and watch.
In the case of CPQ-Tandem, my personal (and therefore practically worthless) opinion is that CPQ knows what it's bought and will proceed very carefully. Nevertheless, it would be foolish to think Tandem won't change drastically, for all that it's supposed to remain independently operated. Actually, this merger couldn't succeed without drastic change IMHO. CPQ and Tandem have gone from competitors at the middle enterprise boundary to one company. Has to cause change or fail.
Speaking of carving turkeys, look what ATT did to poor NCR. Talk about a marriage made in hell--that had to be it. Let's hope this union takes a more celestial turn ...
Regards |