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Steve,No thats true ,you just failed to post the whole story.....Cpq profits might be off the charts,but corporate buyers should be bearish on the company's ability to deliver notebook PCs.Despite the spocksman's assertions that CPQ is "really extra good" at making product transitions,some LARGE custormers said big backlogs are a familiar side effect any time the company overhauls its product lines."they phase out the old products before they have the new ones in volme,and then you are stuck,"said Tom Hicks,PC technical specialist at Eric Insurance Co. "I want [leading edge] feathers,but i also want it to be AVAILIBLE.They don't have to re-invent the wheel every time they come out with a new product line".Although CPQ remains his companys's primary supplier,itsEXECUTION and DELIVERY problems have driven hicks to TOSHIBA to fill the void for some users,he said ."We always go through this period where there's nothing to buy when they transition,"said a network maneger at a large software company, who request ANONYMITY. "Its happen the last 3 years,starting with the LTE Lite to the LTE Elite." They had a chance to gain market share,and they might have MISSED OUT,"said Phillip Redman, analyst at the Yankee Grout Inc in Boston......Propaganda ????? I don't think so. MP |
