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To: Nick who wrote (168646)2/4/2002 7:09:42 PM
From: kemble s. matter  Respond to of 176387
 
Nick,
Hi!
RE: Will someone please wake Carly up from her dream of a $1.5 billion net cash flow every quarter after her merger.

Awhile back I wrote about a conversation I had with a father of one of our wrestlers who has worked for some time at IBM...The entire CPQ/HWP situation came up... He was echoing precisely what you are referring to here... The concern many of his friends there had for her...Basically her constant hype...This guy has dealt directly with HWP for years and he's not the real gossip type but was expressing his doubt that the "laid back" attitude of many of the long time leaders there had much respect for her...
Have been following the Packard story here and wonder if they have the same questions...

Best, Kemble