Dell-icious, here is the part of the interview I found most interesting:
I think this [CPQ-DEC merger]really provides unprecedented opportunity for us. This is going to be a big distraction for these two firms as they put themselves together, and at exactly the time when the world's going from closed computing to open computing, the customer has more and more choices every single day about services, and we don't think that's the right time to be bundling product and service together. So, in fact, what they have done is turned a number of their alliance partners into competitors, and these companies -- the IBMs, the Andersens, the KPMGs, Cap Geminis -- there's thousands of firms that provide consulting services but not hardware -- are now all working with us, and they view COMPAQ as their new competitor. So, again, I think that and the tremendous difficulty in merging these two firms together will create a huge opportunity for us.
TTFN,
CTC |
