dan, funny thing is, i think you are right. let's look at pcs after we back up a step. several years ago everyone was making money. then just cpq, dell, hwp, ibm, muei and gtw. scratch gtw and muei off the list. how about scratching ibm and hp off the list in 6 months. then only two will be left.
i see cpq winning the battle by shedding the least blood, but they will bleed, imho.
but, don't worry. if this happens steve told you about it in advance. ;-)
hey, it'll go up if it doesn't go down and i'm always right ;-) |
