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To: jim kelley who wrote (150392)1/5/2000 4:41:00 PM
From: kemble s. matter  Respond to of 176387
 
Jim,
Hi!!

RE: Most of the negatives to come are for CPQ, GTW, HWP and some of the other companies. Remember they still have to pay with their earnings for the memory price spike in October. Their quarters are O-N-D. DELL already paid last quarter.

I expect CPQ, IBM, HWP, GTW and some of the others to disappoint on the earnings side this quarter.

Great post!!
Geeeeez Jim....How come we haven't heard ML even mention this yet? And perhaps we should remember that Michael stated they'd be first in line..."Will January will be a DELLBURST?"

Best, Kemble



To: jim kelley who wrote (150392)1/5/2000 5:37:00 PM
From: rudedog  Read Replies (1) | Respond to of 176387
 
Jim -
I know you believe that the memory price issue was industry wide but I don't think either HP or CPQ saw much effect... and IBM in particular should have been almost completely immune to memory price effects. It may have played a part in GTW miss... but as I said in the previous post, folks I talked to said GTW was short of processors - maybe if they had enough processors memory price would have been more of an issue for them.


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