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Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?


To: Tom K. who wrote (136771)7/15/1999 11:07:00 PM
From: DBrian  Read Replies (1) | Respond to of 176387
 
I got just the opposite feeling from reading that article. DB



To: Tom K. who wrote (136771)7/16/1999 8:15:00 AM
From: George Wave  Read Replies (1) | Respond to of 176387
 
Tom, Excellent post. I suspect you're not suggesting that a CPQ/GTW combination would solve CPQ's problems. I see your post as attempting to shed light on what's wrong with CPQ and what's right with GTW.

The 1960's and 1970's business models are dead. The people responsible for these models need to either relearn how to do business in the new millenium or step aside.

In a previous post, I mentioned Iomega as a possible acqisition target for Dell. Here's a company with some good technology, but apparently very poor management...an old-style, conservative, penny-pinching, mangement first/customer last type of company. Take ZIP drives...low priced hardware...pricey consumables. (Hmmm, where have I heard this before???????) Yet, look at IOM stock.

I would bet there's some serious morale problems within IOM. I've read horror story after horror story about IOM service and customer support.

Ted Waite has done a remarkably good job. If this story is true, he's just moved up a notch in my mind.

Best regards,
George Wave



To: Tom K. who wrote (136771)7/16/1999 11:25:00 AM
From: Mehitabel  Respond to of 176387
 
Tom K-- thanks for a very interesting and thought provoking article.



To: Tom K. who wrote (136771)7/16/1999 1:54:00 PM
From: rudedog  Read Replies (1) | Respond to of 176387
 
Tom -
I had heard that the issue of reporting structure was what broke the deal, in particular that Waite insisted that GTW be run as an essentially independent company under the CEO, with himself as president.
At the time, people inside CPQ said that Waite's attitude (i.e. ego) conflicted with both Rosen and Pfeiffer.