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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 87.70-3.8%Nov 18 3:59 PM EST
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To: MileHigh who wrote (18480)4/11/1999 11:00:00 PM
From: Dave B  Read Replies (1) of 93625
 
MileHigh,

OTOTOTOTOTOTOTOT

Re: CPQ versus Dell and Gateway. Dell just said on Thursday that they expect to see strong yoy growth and that if anyone is having problems, it's their own and doesn't have anything to do with Dell. So I think your 65% weak market demand is too high (but I agree that Dell and GTW will gain share). I believe that CPQ is simply sc***ing the pooch at this point. Every other day they seem to be restating their strategy (first they were going direct, two weeks they said they weren't, they bought a web vendor for $200M, I believe, recently to sell on the internet, next week they're announcing a new enterprise strategy -- it's getting impossible to follow them anymore).

Dave
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