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To: Patrick E.McDaniel who wrote (168366)1/11/2002 9:42:29 AM
From: kemble s. matter  Read Replies (3) | Respond to of 176387
 
Patrick,
Hi!!

RE: January sales higher than expected.

Is ML actually reporting that the current January sales are above what was expected? If that is the scenario and we add the Holiday season which was a "bonus" for CPQ you could conclude that this quarter ending Jan.31 would surely beat expectations unless something like an earthquake strikes again overseas...
Yep, same old news...It will occur sometime...But, the direct model will be the only one standing...I'm just glad that Michael is going after servers, storage and switches and is not interested in selling Kool Aid... :o) I just wish he'd start selling ink!

Best, Kemble