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To: Elwood P. Dowd who wrote (63376)	6/17/1999 10:03:00 AM
From: DRRISK	Read Replies (1) \| Respond to of 97611

e-commerce will be total solution. DrRisk

To: Elwood P. Dowd who wrote (63376)	6/17/1999 10:06:00 AM
From: DRRISK	Respond to of 97611

Operating expense increase is big issue why increase in this? Good will is big deal too much OPEX will reduce dramatically. Some overlap in the field. It is unacceptable on a run rate and will be taken out "very aggressively" DrRisk

To: Elwood P. Dowd who wrote (63376)	6/17/1999 10:08:00 AM
From: harkenman	Respond to of 97611

Whats happening at Yahoo? Bullish? Bearish? 40 posts in less than an hour. WOW!

To: Elwood P. Dowd who wrote (63376)	6/17/1999 10:12:00 AM
From: DRRISK	Respond to of 97611

2 billion will be removed from operating expenses QTR has been very difficult revenues are not materializing. Primary focus will be growing business and mkt leadership and profitability. July call will provide clearer reset of economic models. DrRisk

To: Elwood P. Dowd who wrote (63376)	6/17/1999 10:15:00 AM
From: DRRISK	Respond to of 97611

OPEXS are a real sticking point what are sources of 2 billion reduction one is head count. Trying to bring down inventory levels in channel. DrRisk

To: Elwood P. Dowd who wrote (63376)	6/17/1999 10:19:00 AM
From: DRRISK	Respond to of 97611

Customers are very loyal and they are in the loop on changes and are very enthusiastic N America growth is on target on high end and UK is weak as well as Europe weakness of demand, Pacific RIM and Latin America is strong especially on high end. DrRisk

To: Elwood P. Dowd who wrote (63376)	6/17/1999 10:20:00 AM
From: DRRISK	Respond to of 97611

"Go To Market Strategy" the big Buzz word. DrRisk

To: Elwood P. Dowd who wrote (63376)	6/17/1999 10:28:00 AM
From: DRRISK	Respond to of 97611

Sales force in field is most solid will not touch this element just add tools no account assignments will be changed. Y2K issue for next QTR is unclear no pat answer will be conservative however. OPEX is back as issue increase was 600 million 30% gain from First Qtr 90 million good will, current level is unacceptable and will take substantial charge in third Qtr to straighten it out. Charge is still unclear and premature to define. Comment from Rosen will expect worse case a loss of 15 cents could be better. Call over. DrRisk