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To: Ish who wrote (21267)	4/10/1999 8:27:00 PM
From: accountclosed	Read Replies (3) of 71178

Hmmm. Coby tells me to stop talking about the market...I like talking about the market... The market certainly looks ahead. 6 months, 12 months, ok I won't quibble. Certainly some valuations these days it seems to be looking years ahead... Yes, cpq could be 50 in three weeks or even on monday. But...what would the market be looking at to see great improvement in cpq. In cpq's own statement they said that average sales prices were under terrific pressure. I have never liked cpq as a company as I feel they lack focus. Dell is a company that has focus. They have one channel --> direct sales. Cpq tries every channel known. When stating corporate goals they often speak in terms of top line revenue growth and then seek out acquisitions to make that growth happen. They bought tandem computers to get into fault tolerant computing, digital equipment to get into an entire smorgasboard of applications, computers, chip design, networking, altavista... Dell sticks to its knitting. I would say the following: 1. The market is going to be disappointed in cpq's long delay in fessing up. Credibility has been lost and will take time to rebuild. 2. The market is going to realize that cpq lacks a strategic vision. They are trying to cover all bases and not doing any of them as best in the industry. 3. The pc market is facing declining sales for the first time ever and intense margin competition. Besides it is a commodity market with differentiation even less noticeable than ever before. I would counter that cpq could be in the teens in three weeks also. I dunno and I don't like to predict. I wouldn't buy it Monday, however.

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