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


To: rudedog who wrote (84900)12/11/1998 1:42:00 PM
From: Lee  Read Replies (2) | Respond to of 176387
 
Hi Rudy,..Re:. CPQ has 25,000 service professionals who do NOTHING but custom solutions - this is in addition to about 18,000 doing traditional break-fix support and 'sales engineering' work.

Thanks very much for your reply and, of course, all are professional.

As to your statement about resources available for customization; are you saying that these are the same resources which comprise R&D? I would have thought, and maybe this is outdated or outmoded, that R&D resources would be utilized for enhancing and expanding use of the Alpha chip, designing parallel bus configurations, designing useful interfaces, etc., not supporting customization of enterprise business applications.

Re:.They (Dell) need to get the bigger systems business, and the third-party partner model has NEVER worked in that space.

I agree if that is the path Dell decides to travel; however, we discussed this summer alternative paths which would make good use of Dell's manufacturing/distribution skills. We don't know at this point which path Dell intends to take.

Finally, Dell's manufacturing skills (including testing) are apparently a formidable obstacle for competition. Anecdotally, I hear that Dell has so few DOA notebooks, (compared with other vendors) that others are seldom considered anymore. (Large orders)

Congrats on you CPQ gains. You will enjoy similar or more on Dell as well.

Regards and thanks again,

Lee