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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium

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To: kathyh who wrote (1591)4/12/1999 11:38:00 PM
From: Kimberly Lee  Read Replies (3) of 108040
 
thanks, Kathy. On Sunday evening, I pretty much concluded that the CPQ debacle would have limited impact beyond the company, the sector and some related tech stocks. I am really happy that you have another good day.

INTC will report after the close on Tuesday. That report would have broader implications than the pre-announcement from CPQ. Nevertheless, I expect the net sector to remain insulated from it.
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