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To: im a survivor who wrote (19545)	5/20/2000 10:54:00 AM
From: arthur pritchard	Read Replies (1) of 35685

kg4: sorry your Q got hit. Your description sounds like what happened to Dell. Your description is very accurate. This is why Greg's attitude, is the best, for my money. Andy Grove's book, "only the paranoid survive", is relevant for me. If you are too leveraged, and have enjoyed the rise phase, you're better really cutting back, than to try to understand the NEXT phase of Q, which is very painful, because nothing makes much sense. You were programmed for the bull, and all of a sudden, none of that applies. Andy Grove called it a strategic inflection point. Tim finally cut back on his Q; now I can relax...Sorry you're going "through it"...

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