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Politics : Ask Michael Burke

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To: Glass House who wrote (3451)10/21/1996 10:06:00 PM
From: hpeace   of 132070
 
glass... i'm tired of the debate that history has already proved I was right.. that is "don't put cpq"
if I was sure that new members would read prior post then i would just cease ...
the falling out is not true...i have an opinion on "don't put cpq
yet" ..that's it. I think I have given great reasons by outling internal workings of cpq ,what's happening in the market and the
technolgy wave that is happening with pcs.
And, especially cpq's cost models that plan drastic price reductions
so they don't surprise street on what their profit is. (remember
they dropped server prices 27% in 30 days recently and are still bragging they will hit the 4q numbers. of course they do excellent job of talking est. down too.
only scenario that crashes cpq in novis massive stk market crash.
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