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To: Arrow Hd. who wrote (5854)	10/26/1999 6:19:00 PM
From: Kevin Ose	Respond to of 8218

Arrow....EXACTLY what I tried to allude to in my post #5744: www4.techstocks.com (per your: "...Gerstner stated in the January CC that the revenue/profit model had to be changed in 1999 to move second half performance into the first half with at least a 55/45 mix versus the reverse due to the potential for a fourth quarter stall. He had already done his DD for the year and probably didn't need to say anything (and probably shouldn't have"). The Street needs to improve their memory and plan according, not be totally "reactive," like it's "New news." A HUGE buying oppportunity for those with clearer vision ("...if they only knew....!"). It's JMHO (and sounds like yours and a few others) that this will prove out and Y2k will most likely show a few surprises, but "...is probably overblown" (as you put it). Just some thoughts....KO