Victor,
I'm an occasional poster and regular reader of the beloved CPQ thread. Thanks for posting the interesting article with the viewpoint of the GDTC regarding Compaq's new sales strategy. Having worked in the PC industry as a marketing guy since 1980, and called on major distributors like Ingram, Merisel, and Tech Data, I wasn't surprised to see the name of David Dukes come out against the direct sales approach. No indictment of him, he's a quality guy, but he's a guy who has spent most of the past 10 years as an executive of companies that participate in the traditional channel. For example, at one time in the late 80s (as I recall)he was the president of Ingram Micro. Prior to that, he was a high-ranking officer at Inacomp computer centers. As such, he would naturally have a bias toward the traditional retail sales channel.
Just thought I'd add my two cents.
Best to all,
JMaz
PS: Some may think I'm nuts, but I sold 100 shares of my stake in Dell yesterday at a 100% profit, and kept the other 100. I'm seriously considering buying more CPQ with the proceeds because I honestly don't see how Dell can hold that PE given last week's earnings report. I'd appreciate hearing any opinions on this subject from the CPQ peanut gallery. |
