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To: Bill F. who wrote (32229)	4/9/1999 10:47:00 PM
From: Marc Newman	Read Replies (3) of 86076

Bill, off the top of your head would you say this CPQ miss is PC-specific but not necessarily box-maker specific? Ie, by virtue of its niche is Apple okay? My thinking was that product transition to new lines of professional and consumer (iMac) machines right at the first week or two of the quarter would make Apple pretty bulletproof to a slowdown. Especially since they aren't selling much to the corporate space. But boy have I been nailed this year in sector downturns (box maker, video game software, and Y2K/ERP/IT) despite my companies having great first quarters. Comments from anyone welcome. Regards, Marc

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