Tippet.
Let me admit first of all that I am no expert on cpq.
But is it just me or is this one screwed up, confused management? I'll definitely go along with Dell being overvalued and accounting scams, and slick manipulation of analysts and the investor community. But as a company, they have a plan that I can understand. Minimize inventory both for roi purposes, and for not being the one holding the stuff when it goes obsolete.
CPQ on the other hand, has an old fashioned channel model, now wants to have a direct model too, but meanwhile buys tandem computer to grab a bigger piece of the enterprise market, and digital. Digital, imo, was another unfocused mess of a company. IBM, only with less controls. So now we have CPQ being like a jack of all trades, but master of none.
Do you agree with this portrait? |
