SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Dell Technologies Inc.
DELL 126.37+2.8%2:12 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Geoff Nunn who wrote (48031)6/17/1998 8:57:00 PM
From: FR1  Read Replies (1) of 176387
 
Why is CPQ so determined to increase market share?

I own both DELL and CPQ because I don't know how this will all turn out. I too was confused about what CPQ's game plan was. The CEO for CPQ is horribly boring to listen to but in the last 24 hours or so, at the latest PC expo, he seems to have clarified things a lot. I have to admit he seems to have a point.

CPQ has decided that making boxes is not going to be enough for them to survive in the long run (sic - there is no long run). CPQ has decided it's time to remake the company. They feel you have to become a full service provider for everyone using the new technology that is coming on line. The biggest new tech item, which most people seem to be ignoring, is broadband internet which will hit with a vengeance this fall. With it will come a whole new world with a lot of new markets. CPQ put a 16 page insert into yesterday's WSJ trying to brand themselves as a full service provider for numerous hardware, software and warm-and-fuzzy services. They are buying into cable internet services, configuring the browsers on the boxes they sell to default to CPQ's AltaVista site (you're gonna hear lots more), offering small (and big) businesses financial services to be used over broadband internet, etc., etc. Sounds like they will even feed your dog.

Everybody says it sounds good.
Everybody says it's a smart move.
Everybody says but..show me the money!.
Who knows? God, it's great fun watching this and the big show is just about to start.

DELL, on the other hand, has decided to be the low overhead lean and mean box maker. High end desktop boxes are not going away as has been shown with the server stats posted on this thread. You can't beat DELL because you can't make the boxes cheaper than DELL. So DELL is more limited in what it has to offer but what the hell: We make computers - you want a ham sandwich go somewhere else!
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext