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To: BGR who wrote (84890)12/11/1998 12:44:00 PM
From: Chuzzlewit  Read Replies (1) | Respond to of 176387
 
Apratim, I agree with most of that analysis, and I think Rudedog probably agrees also -- at least as far as CPQ and IBM being close to one another in business models. The one additional point I would make is that HWP has a much more diversified product line then any of the other companies -- don't forget things like medical instrumentation, engineering instrumentation etc.

TTFN,
CTC



To: BGR who wrote (84890)12/11/1998 12:56:00 PM
From: stock bull  Respond to of 176387
 
Apratim, re:<<I do not think that the both horses analogy holds here as CPQ seems to be going in a different direction than DELL. As I said earlier, Cpq is developing a hybrid business model...Direct and Indirect sales. I don't think this hybrid model will let them be as efficient as Dell.

Time will tell.

Stock Bull


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