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

To: Dave B who wrote (2039)	10/25/2002 12:38:57 PM
From: Kirk ©	Read Replies (1) \| Respond to of 4345

Excellent discussion! The marketplace can handle both types of models. We need companies that will innovate and will gain the profits from that innovation, but they also need to recognize that if they "give-up" when the products reach commodity status, then a more efficient manufacturer is going to take away the business. I believe HP could do both, but it would take a complete whack on the side of the head with respect to their manufacturing and delivery mechanisms. I agree. Despite getting upset over how the CEO handled the merger and the teamwork of her Board of Directors (I was taught by HP that the buck stops with the project leader and blaming people under you is wrong) I think the Hackborn vision to merge with CPQ was essentially correct. They need the scale to compete with IBM and Dell but they also need to innovate if they are to remain a leader as only leaders seem to survive these days... just ask Jerry Sanders down at AMD how rough life is as a follower. My thinking is Amazon.com might expand into Dell's market... so Dell has to keep looking in all directions. After all, books and CDs are the ultimate commodity and require little configuration (what color gift wrap do you want for those books and who do we ship to?). Kirk