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To: Mary Cluney who wrote (99861)2/25/2000 9:32:00 AM
From: Jean M. Gauthier  Respond to of 186894
 
Hmmmmmm

Pretty good idea that...

Actually, it is, their advantage I mean. The IT infrastructure of DELL IS their comparative/execution advantage. Dell could be the ultimate B2B stock, BUT, they will cannibalize some sales on the hardware sale

They should form a new division, and spin it off to existing shareeholders...

They (dell) have lots of credibility in this, and could get LOTS of services revenu/contracts

Take care
Jean



To: Mary Cluney who wrote (99861)2/25/2000 10:43:00 AM
From: rudedog  Respond to of 186894
 
Mary -
DELL runs most of their back-end transaction processing on Tandem Himalaya. They looked at replacing that system after CPQ bought Tandem, but the Himalaya was so much more reliable than anything else they could get, that they decided to stick with it. After all, their business is more important than the occasional PR hit from DELL running on CPQ hardware - it's not like they are running ProLiants.


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