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To: Night Writer who wrote (65646)7/25/1999 3:20:00 PM
From: Harry Landsiedel  Respond to of 97611
 
Night Writer. Re: "Shoot, I liked Hellman and it doesn't bother me that we didn't get him." Stay tuned. He may resurface as a CFO candidate. That could be a good team: a former president and coo as CFO teamed with someone who knows the organization and the business.

I remember when WS beat up on IBM for about 3-4 YEARS, even after Gerstner came on board. The same may happen to CPQ.

BTW, here's IBM's pricing for the last few years:

1993: 14.13
1994: 18.38
1995: 22.88
1996: 37.81
1997: 52.31
1998: 92.19
1999: 124.81

My money's still on Rosen. He would not have picked MC if he didn't think he "had it". Hang in there.

HL