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Technology Stocks : Dell Technologies Inc.
DELL 133.92-4.9%3:59 PM EST

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To: Chuzzlewit who wrote (118494)4/18/1999 7:39:00 PM
From: kemble s. matter  Read Replies (2) of 176387
 
Chuzz,
Hi!!!

RE: Failure to transition to direct distribution and marketing lead to inventory problems, channel stuffing etc. Now Compaq is still left with the transition problem, but this time it faces it with an eroded market share.

As usual...I read your posts with great interest...Perhaps, Michael telling us that other PC manufacturers " not believing in what DELL was doing .... ignoring the direct sales approach.... this being one of DELL's greatest advantages"...Paul, Is it too late for the others? Will market share keep eroding? or was it too late when DELL started and backed the model with award winning service?
1. IYO where does CPQ attempt to go from here?
2. Or is Meathead's "checkmate" inevitable in any direction CPQ chooses?

Best, Kemble
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