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To: Tony Viola who wrote (107334)8/11/2000 7:15:18 AM
From: Road Walker  Read Replies (1) | Respond to of 186894
 
Tony,

Chambers could give clinics on CC's, the Cisco ones have been the best I have listened to. Of course it's probably easier when you have good news.

WSJ is quoting analysts this morning as saying that Dell PC's & servers will be good in the 4th quarter beacause of Windows 2000 and a rebound in European growth. Those sound like guesses to me.

John



To: Tony Viola who wrote (107334)8/11/2000 10:02:26 AM
From: JDN  Read Replies (1) | Respond to of 186894
 
Dear Tony: I thought it was significant that Michael Dell WASNT there for the CC. Do you know why?? Also, in comments regarding the "Enterprise" one should read Rudedogs post, I believe on the Dell thread, in which he mentions items NOT included by others in Enterprise are included by Dell. Finally, how do they get away with not breaking out Investment Income? JDN