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To: Charles Tutt who wrote (31835)5/11/2000 3:59:00 PM
From: cheryl williamson  Respond to of 64865
 
Charles,

I agree. IBM is playing catchup, but both companies
should do ok. However, the outlook is a little more cloudy
for HWP & CPQ IMHO.



To: Charles Tutt who wrote (31835)5/11/2000 4:00:00 PM
From: Tony Viola  Respond to of 64865
 
As you know, IBM also said they're going to make inroads into EMC's storage lead, and then came out with Shark, without any Fibre Channel Interface.