Waiting for the big Kahuna Message Board

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Strategies & Market Trends : Waiting for the big Kahuna

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To: Mike M2 who wrote (13450)	1/23/1998 6:26:00 PM
From: Earlie	Read Replies (2) of 94695

Mike: Thanks a bunch for the reference material. A good read. Been road bound of late so trying to get caught up on reading and Email. I love the fact that 37% of CPQ's business is in routers, servers and work stations. We already know that Dell has also seen a big rise in its router-server business. Is this good news for CSCO, et al? Not. (g) Asian contacts suggest the slowdown over there is much worse than is envisioned by the West. Details provided make my heart bleed for these hard working people. Buying power has been devastated. CSCO's big exposure to Asia plus all the add-on competition suggest that we maintain the radar watch. Haven't made my mind up on pre or post positioning as yet (with regard to earnings release). The IBM pre-positioning was a real winner. (g) Best, Earlie

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