Steve:
I have told you so in my previous post that I am not worried about
the market of sub $1000 pcs, because the market is huge, but the
manufacturing capacities of CPQ to meet the needs of market for sub $1000 pcs.Just think how long it took for the 40% of home pc market to
be filled, now , with 80% as a result of sub $1000 pc comming to play,
the market is large enough for cpq, ibm, hp, dell to prosper together,
not to mention the oversea market !!!!!!!!!!!!!!!!! But I did see CPQ
has the farsight to build up inventory for the comming hot Christmas season and the quarters to come.If you do not have products to deliver to the customers, you do not have sales, revenues and profits. |
