The Justa & Lars Honors Bob Brinker Investment Club Message Board

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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Justa Werkenstiff who wrote (4694)	4/23/1999 3:51:00 PM
From: Kirk ©	Read Replies (1) of 15132

still appears healthy but for DEAD MONEY CPQ. Gateway, IBM and Dell (I hope) are all doing well. Any thoughts? HWP ate CPQ's lunch last yr on market share of retail sales.... now if I can dig up the url for the chart... oh yeah, where else? 8) suite101.com Dell and HWP have said PC demand was good. IBM lost $1B recently, but now its reporting good demand. NOt sure about Gateway... regards Kirk PS How about that LRCX! Yeah! LAM=LeftAppliedMaterials! 8)

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