I agree...Halpin not only appears reluctant to cut costs, but didn't do a good job at controlling them either. Street usually rewards with a brass shake-up..if it happens CPU good return to a respectable $10-12 just on the news (and not need to rely on the spin-off or actual profitable qtr. to do it).
Hey, last thing about Dell (I know the subject is getting old). I didn't even mention the service or support category that Dell needs to enter. In some shape or form Dell needs to enter this area and I believe is considering it. Corporate acounts (especially on the servers) need immediate dispatch of onsite personnel for troubleshooting and support. CPU stores could provide local dispatch centers at the same time for this area that Dell needs. I offer the following quote:
<<< Dell commonly relies on third-party service providers such as Wang to perform onsite repairs. The company does, though, do a fair amount of pre-sales service and customized enterprise integration, Libert said. He admitted, though, that "we know we need support infrastructure and strategic alliances" to move up into the enterprise as a legitimate player>>>
infoworld.com
Just a thought...this and the fact that Dell now wants to sell PC merchandise...add in that it's market is under attack... hmmm, just a thought (or few:) Remember, you can do BTO -via- retail centers...CPU is doing it now...if creative enough it could be done onsite (but a challenge to implement since inventory build-ups in the stores would be counterproductive to the strategy...but hey, the stores are stocking merchandise and components anyway, WHAT AN IDEA!).
Right now BTO is the next best thing to sliced bread right??? What could be better? Why BTO onsite. Instead of BTO -via- internet and waiting 4-7 days...how about BTO and wait 1 hour (like photo finishing, lol)
Rich |