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To: Gottfried who wrote (93963)	12/5/2001 4:07:13 PM
From: Elwood P. Dowd	Respond to of 97611

Retail handheld computer sales UP by: skeptically 12/05/01 03:38 pm Msg: 262807 of 262810 MARKET TALK: Handheld Computers Popular This Holiday Year 12/05 2:47 PM (DJ) Story 5030 (CPQ, HAND, PALM, SNE) Edited by Ray Hennessey Of DOW JONES NEWSWIRES (Call Us: 201 938 -5299; All Times Eastern) MARKET TALK can be found using code N/DJMT 2:47 (Dow Jones) The latest retail sales data shows handheld device sales increased across all manufacturers, suggesting a better-than-expected holiday season, Bear Stearns Andrew Neff writes. "We are encouraged but are concerned that pricing remains the main driver since this may lead to further pricing actions, particularly by Handspring (HAND)," which would hurt its gross margin. (GS)

To: Gottfried who wrote (93963)	12/5/2001 4:12:48 PM
From: Jerome	Read Replies (2) \| Respond to of 97611

>>>I hereby bestow on you the prestiguous 'CPQ guru' award. :)<<< That could be my un-doing...On the other hand I have noticed that when a decent option opportunity is posted on any of these threads, then those options become very active over the next few days. At the same time there are no significant postings approving or disapproving of those option ideas. My conclusion is that there are many lurkers who do not post yet follow advice given on many of these threads. If INTC reports good news tonight it will help CPQ, DELL, and GTW. Thus Guru thing is too much... I have to head out for a few beers. It has been my pattern to snatch defeat from the jaws of victory...:) Regards, Jerome