Does it matter that most of the services revenue will come from fixing busted computers?
It’s a fact that systems are becoming less unreliable, and this business isn’t as big a growth area as, say, outsourcing and hosting, where IBM has been strong. We have a great opportunity in outsourcing business. In the third quarter, it grew 27 percent in constant currency. That was a lot faster than IBM, though off a smaller base. We had great growth, and that says customers are interested. And we believe that business can grow very fast for us. How would you compare the services capability that you’re acquiring to the expertise you would have acquired had the deal for PricewaterhouseCoopers’ consulting business gone through as planned? Clearly, Compaq’s service organization and PwC’s are dramatically different. PwC is focused on consulting and has deep, deep experience focused around helping company transformations…When we first looked at buying PwC, we were concerned that we needed to acquire expertise to do the business management of a consulting business, of knowing how to man
