I think there something everyone is missing with the current slow down: Digital
If Digital is going to have a terrible upcoming quarter, which is being rumored, and Compaq says business is slow. Doesn't it allow Compaq to go into Digital and say sorry but you guys are losing money, our business isn't doing to well, were going to make some painful cuts in regards to your company (i.e. layoffs, lose departments). Maybe even more than what they told DEC management. Once announcements are made, new distribution model in place by 2nd quarter, Compaq becomes king again. No one will even remember March.
Anyway, that's how I see it unfolding, not all this doom and gloom about Compaq going bankrupt.
BTW, I'm new to the SI so take it easy on me. |