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 : Hewlett-Packard (HPQ) -- Ignore unavailable to you. Want to Upgrade?

To: Elroy who wrote (98)	5/7/2002 12:09:39 PM
From: MeDroogies	Read Replies (2) \| Respond to of 4345

Being #1 or beating anyone isn't a prerequisite to anything. Doing better overall IS. It's ok to be #2 or 3, as long as you have a strong business. I can see several areas where cost cutting will create compelling situations from a price point. This should allow them to take advantage of improved services efforts. BTW, there is no guarantee that Dell has won the day. Dell has alot of things they need to fix before their "superior" model is proclaimed the clear winner. Both CPQ and HWP sold via the web, and will likely continue to do so. However, there is NO DOUBT that brand presence at brick and mortar stores is highly valuable. Creating additional channels for revenues is how you make money. Dell doesn't really have many channels, and they can only improve their situation with cost cutting...which they have done just about all they can at this point (hence the end of the price wars). They don't have the range of items, services, or programs that HPQ does. When I said HPQ could be the next IBM, it wasn't meant to say they'd necessarily beat IBM...though that is obviously a goal. However, there's no reason why they couldn't. IBM is at the same place it was 10 years ago - bloated, overgrown and engaging in overreach. We'll see if their new CEO is another Gerstner. Who would've guessed Gerstner was a Gerstner? Most people didn't.