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To: Arrow Hd. who wrote (5050)4/24/1999 12:07:00 AM
From: WebDrone  Read Replies (3) | Respond to of 8219
 
"Interesting" stuff from HP...

excite.com

The crux of it is that HP has invented a new sales model to get mainframes in to the hands of new customers.

<The models include:

Taking an equity stake in a company in exchange for hardware and services.

Giving them the hardware in exchange for a percent of the revenues,
in effect, an annuity.

Or, in some cases, acquire the company outright.


Of course, HP will also sell its hardware outright.

...Earle said HP developed the strategy in January and launched it in February, before finally rolling it out to its 2,500 salespeople this week during a meeting expanding on HP's new E-Services initiative.

"Let me tell you, there were a lot of salespeople saying, 'Wait a minute, did he just say we're going to give away the hardware?'" Earle said. HP has devised new commission models to encourage salespeople to pursue these new opportunities, he said.

...Analysts were impressed by the new business model....>

Sheesh! If analysts are impressed, who am I to question it's sanity or accounting difficulties?

WebDrone
( are we an IBMternet stock now? WooHoo!)



To: Arrow Hd. who wrote (5050)4/26/1999 11:06:00 AM
From: Don Hurst  Read Replies (1) | Respond to of 8219
 
Arrow Hd; don't know if you saw Greta Morgenson's column in Sunday's NY TIMES Money section but you would have thought she reprinted one of the notes from Jules over the last two years. She also had some thoughts a couple of weeks ago on the "problems" of Lucent before they blew away estimates. I will have to check and see if Jules is negative on Lucent too.

Regards,

Don