|
Mike, yes, I understand that nothing has changed about DELL, and it was phenomenal last two years. However, how do you explain the current DELL behaviour? Last week, a lot of people said that it was options related, and this week, they may say that it was due to the slow holiday market, oh well, I don't know what is the excuse next week? It looks a lot more like CPQ thread since last year. They come up with every possible explanations about CPQ's sluggish performance, but the bottom line was CPQ had problems about its channel stuffing problem. Don't get me wrong, I am not ready to jump out DELL yet, and I have tons of DELL now, but I am seriously concerned about DELL's behaviour and looking for some alternatives. That's all. Thanks. BJ. |
