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Pastimes : NNBM - SI Branch -- Ignore unavailable to you. Want to Upgrade?

To: she_x who wrote (951)	12/10/2000 1:50:06 PM
From: bonnuss_in_austin	Read Replies (1) \| Respond to of 104159

Sheila! Long time, no see! ... Sorry to hear you've been sick. Hey -- there's a rumor on Yahoo! that CPQ is sitting on 10.5 weeks of inventory ... As I got completely out of DELL to protect profits (last @ 28 before most recent earnings), I don't follow the box makers nearly as closely as I once did (now only regarding possible impact earlier up the supply pipeline i.e. INTC; AMAT) so I have no idea as to either the source or the accuracy of this rumor. I'm assuming you're still heavily weighted in CPQ, so wanted to pass that along FWIW in case you had not yet run across it. PS: Did you get out of RMBS? I did. Same reason. Protect profits. Glad I did. 'b-i-a' ###