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Pastimes : The Naked Truth - Big Kahuna a Myth

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To: Bill F. who wrote (35039)4/21/1999 9:44:00 PM
From: yard_man  Read Replies (3) of 86076
 
Since Ice is asking you about what your gameplan is and thinks DELL is winning at the expense of CPQ et al -- what do you make of the CDWC release ... these guys at least grew revenues pretty well and earnings -- they have me pretty puzzled -- IM and ICO and CPQ showed a real margin crunch -- I know the product mix is a little different for CDWC, but still ...
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