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I can tell you now that after the merge of CPQ with DEC, DELL will look like to have a structure problem to compete in the future market, if it does not act quickly, we may not see DELL in two to three years. In the high tech business, once you start to lose business, you lose pretty quick. Just look at Wang, Apple, Dec, SGI...etc.Big enterprises want turn key solution in one package, it is easy to upgrade and maintain. They do not want to buy NT workstations from one vendor and buy the servers from another, this will cause a lot of problems down the road. |
