Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: rudedog who wrote (155794)	3/31/2000 10:07:00 AM
From: OLDTRADER	Respond to of 176387

RE:Rudedog-It takes "years and years"- to change a business model/culture--THAT is why I boght DELL in 1989-knowing they probaly had the PERMANENT jump on any future compatition-CPQ as I have said till I am blue in the face is DEAD!!!!!-in our time.Best

To: rudedog who wrote (155794)	3/31/2000 2:17:00 PM
From: kemble s. matter	Read Replies (1) \| Respond to of 176387

Rudedog, Hi!! RE: I would suggest that this is evidence that CPQ is moving on its plan to shift revenue away from PCs and into enterprise. We will know more in a few weeks when they announce earnings. But you are falling into the same trap as many in the press - looking at shifts in CPQ's PC business without understanding the overall business strategy will lead to the wrong conclusions about what CPQ is trying to do, and whether they are succeeding. What happened to CPQ the last time they attempted the direct method? I really don't see how they can change things this time ....Comments appreciated.... I suppose the numbers will bear things out this year... Best, kemble