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To: Scumbria who wrote (78236)4/9/1999 1:25:00 PM
From: nihil  Respond to of 186894
 
Scumbria,

I don't think it will pay off in the future. What the low-priced thing has done is to make PC's a commodity that can be assembled by almost any school boy, leaving no profit for the box makers unless they have a supply of cheaper parts. Read Michael's book about what he expects from PC's. Compaq could buy up AMD and stop selling chips to any other PC maker, allowing Intel to protect its margins. Emphasizing Alpha for high end machines. Then Compaq should buy S3 and sabotage Merced. Why am I giving away all this high-powered strategic management advice for free? Forget everything I said. Jerry, Atiq, you are very, very tired, and falling into a deep relaxing sleep ... Just kidding everyone. Move on. There's nothing here. These are not the 'droids we're looking for.



To: Scumbria who wrote (78236)4/9/1999 2:55:00 PM
From: Process Boy  Respond to of 186894
 
Scumbria - CPQ vs. Dell

In ~'91 CPQ probably did feel the effects of Dell's more efficient business model. However, there should have been plenty of time for them to adjust to this by ~'97, when CPQ stock price went flat. Wasn't it around '97 that CPQ began extensive support of AMD's product line? See attached for graphical evidence.

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