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To: Bob Kim who wrote (114367)10/18/2000 2:03:02 PM
From: Tony Viola  Read Replies (2) | Respond to of 186894
 
Bob, >Yesterday, ML's PC analyst issued results from the VAR survey they do with CRN. CPQ and HWP came out the best in 3Q, IBM the worst. The categories were servers, desktops and notebooks.

Then how do they justify no IBM downgrade, especially in light of IBM missing revenue forecasts?

Tony