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To: Sarmad Y. Hermiz who wrote (61948)	6/11/1999 2:02:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

Yeah find something going up.... seems easy enough.... whats the big deal :-) With cpq you may be right, I think they will bounce also when their new management is located and announced. But then I expect a significant restructuring and accounting issues to be uncovered. We knew for a long time that Pheiffer and Mason were playing with their channel when they reported figures against Dell. Dell being direct of course we could never do that. Anyway I mostly just didn't like cpq because it was so poorly managed but thats irrelevant now. Dell is gaining share still against them. I don't know, I have noticed you are correct that Dell is still declining and cpq is stable. All boxmakers are in trouble near term though, why not buy one of the semis as Mark suggests? I want to stay with the inets which is what I know but I may regret it.