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To: jim kelley who wrote (54547)7/27/1998 9:08:00 PM
From: Mohan Marette  Read Replies (2) | Respond to of 176387
 
The age of disintermediation and DELL

Jim:

Thanks to DELL 'they' tell me the new millennium will be called THE AGE OF DISINTERMEDIATION,sorry no channel stuffers here.

You heard it here first, well actually I picked that up from somewhere,didn't mean to imply I coined the word or anything.<VBG>



To: jim kelley who wrote (54547)7/27/1998 9:49:00 PM
From: SecularBull  Respond to of 176387
 
Excellent point, Jim. CPQ either gets credit for Q1 or Q2 on those sales. Anyway they go, they come up short for the 6 months.

It's ridiculous that it was OK for IDC to make those calculations a certain way as long as CPQ wasn't threatened, but now it's not.

BS!

Regards,

LoD



To: jim kelley who wrote (54547)7/28/1998 10:20:00 AM
From: rudedog  Respond to of 176387
 
Jim -
Good point, and apparently Enrico Pesatori made the same point to the CPQ sales force in a memo yesterday, basically said - 'you already got credit for those shipments last year, take your medicine and get back to selling computers'. But you can expect the PR to put the best spin on the data that they can.


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