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To: kemble s. matter who wrote (164897)4/23/2001 8:22:32 PM
From: stockman_scott  Respond to of 176387
 
<<What do you think of the CPQ results?>>

They are less than spectacular....nothing to write home about...DELL seems to be inflicting some damage and CPQ's market share trends in some key segments are not very healthy. I sure wouldn't bet against the DIRECT from DELL model. Virtual Integration is the way to go in the Enterprise space...=)

Best Regards,

Scott