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To: Rob S. who wrote (59228)	5/30/1999 3:07:00 PM
From: mugicha	Read Replies (2) \| Respond to of 164684

Thanks for the response, but please do not put words in my mouth. I never said CPQ could or should "throw out their current marketing mix". I said they are unable and unwilling to abandon their current infrastructure (granted they are trying). This is why CPQ will continue to face problems with bloated inventory, outdated pc's sitting on store shelves, and a higher cost basis for every pc sold. I intentionally made no mention of IBM. This is because pc's, in the aggregate, are a spall portion of IBM's total business. In addition, IBM is leading the internet revolution, and has grasped the internet in a way that very few bluechip companies have. Regarding your last statement "To say that the direct model suits the entire market is a very narrow perception". I never said anything about an "entire market". I referenced two stocks, CPQ and MER, and their respective industries. Your overview of the reason Dell has thrived in their category affirms my belief that EGRP & SCH will continue to thrive. "The customer would accept an "off brand" in return for a lower price". Yes they have and they will. Thanks for making my point.