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To: jim kelley who wrote (118520)4/18/1999 8:25:00 PM
From: rudedog  Read Replies (1) | Respond to of 176387
 
Jim -
it is clear that they have been a sleep at the wheel for some number of years.
As you know, I disagree with that position also. I think that CPQ's strategic view is absolutely correct, the best in the industry, and DELL is several years behind the curve in understanding where things are going. But CPQ has had terrible execution, where DELL has executed flawlessly. Sometimes great players and great play can win over a superior game plan poorly executed. Execution is not the job of the BOD.



To: jim kelley who wrote (118520)4/18/1999 9:03:00 PM
From: Mike Van Winkle  Respond to of 176387
 
Dell playing chess, CPQ playing checkers. They both make boxes and systems, etc, but under the surface they are entirely different businesses. Dell's customer information is not a separate addable part of a business, it is integral and integrated. The synthesis is not artificial. CPQ cannot just add it or buy it. If it could do it, it still would not be an integrated part of their business process.
Mike


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