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To: Sonny McWilliams who wrote (25982)5/7/2000 8:24:00 AM
From: Yaacov  Read Replies (1) | Respond to of 27012
 
Dear Sonny, thank your for your post. I decided to you file your post. I hope we will look it again 5 years down the road and see that you were right! Brace yourself as I will be sending it back to you in 200and 5! ggg if I don't, it will not be my fault!! I am very suprised to that Dell stole market share from CPQ in Germany! Or maybe I didn't udnerstand your post? Dell until know is not present in any form in Europe, maybe with the exception of UK. Here the number one pc maker is CPQ, and they are selling.

Do you still think it will be two years beofre CPQ is turned
arround?

Have a nice weekend,

Yaacov



To: Sonny McWilliams who wrote (25982)5/7/2000 8:06:00 PM
From: Sonki  Read Replies (1) | Respond to of 27012
 
Hi sonny, welcome bak ! incase u r 2 bz sifting thru posts, i have put some intresting links and articles on sonki thread. (it's not for discussions but i put info there when ever i have time)............

I am more bz now then when i had a job. work has a bad habit of filling up avail time.

I m very bullish on semi and also finding bargins in optics.

as I told u a while bak i had cleaned up portfolio and now i am re-furbishing it w. things like GLw, jdsu etc.

Csco may take a hit as it's barrons pick this week. Ofcourse we will have great ernings next week from amat, csco, dell etc... Life is never boaring.