Well, dp was trying to figure you out, which I guess we all are. I think he pegged you pretty well, myself.
We're in a new marketplace. We're in a new one every few months. Nobody has a clue how it will all play out. You don't either. (I don't too.)
I think most of us here recognize that CPQ believes, and we by and large agree, that to grow beyond a certain point you have to enter new markets, and you have to have real, no kidding, salable product distinction, not me too. Hence the "tnadem junk," the VAX junk, and goodness only knows what other junk product-distinct, no-kidding real market distinction, non-commodity junk. You have to leave your low-vaulted, commodity past, and make each more stately mansion nobler than the last (with apology to Oliver Wendell Holmes the senior--the junior can take a flying leap off the supreme court bench for my money).
This is what CPQ's going after, and right or wrong, you can't fault them for big-time commitment to the ballgame. Maybe the ball won't bounce (we're waiting with abated breath), but if it does, it's going to bounce out of the park. And we, who own it, as opposed to those who observe, will be richer for the experience. Culturally, I mean of course. |