Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : IBM -- Ignore unavailable to you. Want to Upgrade?

To: TigerPaw who wrote (4944)	4/19/1999 12:03:00 PM
From: Arrow Hd.	Read Replies (2) \| Respond to of 8218

I think the reason they quit is possibly more complex than appears on the surface. They were getting flack from the Board of Directors for mismanagement as if it were only a micro issue within CPQ. There are problems within CPQ such as still digesting DEC. I think PC companies do have to diversify to survive but DEC and Tandem were not the way. Diversify into the Internet space and E@Commerce. So that to me was one of their problems. But I do think the CEO was partly correct that there is a shift in the PC business. Those who will pay up for robust PC configurations have their PC already. The market is in the low margin sub-1000 PC space and there are a ton of Internet firms marketing off-brand units. So there is some degradation to this business model. When the Board gave them limited support on these issues they may have walked partly in protest. Just a different view from what we have read but only a guess on my part.