Ken,
On CPQ and the monitor giva away.
It is not the monitor or the dot pitch or the number of inches.
It is the fact that they are giving away a monitor, read a $250 freebe, with selected P II machines.
If I were a buyer, I would apply the freemonitor towards the purchace of a bigger one.
Yes, the give aways are not top of the line, and yes, they may indicate where some of the inventory overhang is, but the boxes they are paired with is of equal importance.
Well DELL is out again, talking about how great they are dooing.
This is starting to bug me.
Let me get another ones take on this.
everytime some news comes out, DELL has to issue a press release saying how well they are doing. Like they are afraid the investing can't understand the data.
When I was a little kid, it seemed the guy that talked the most generally was the most insecure about his prospects.
I wonder if there is any of this mentality going on here, or if it is just DELL's continual management of its stock price.
If I were a bull, I would love this.
Jim |
