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To: jim kelley who wrote (26189)	12/23/1997 10:44:00 AM
From: hpeace	Read Replies (2) \| Respond to of 176388

thread, jim finally printed a retraction of his 70% statement after 6 weeks<ggggggggggggggggggggg> he now has cpq's 3q97 sub k market about where it really was. here's his retraction below, i will not print his post that told me I was wrong 5-10 times when I said that cpq's sub k buiness was at best 57-58% and not 70%. Our debate just kept going on with me posting facts and his post of "you are worng" with no facts. Even when I tried to give him an out by saying "it's easy to be mislead by news reports and they are incorrect 50% of the time. ( there was a report that was very inaccurate and another that was misleading) To that his repsonse was " you are wrong"..... SO NOW HE FINALLY POST CPQ'S SUB K 3Q BUSINESS AT 50-60%. Which means " he's got it right finally". So what will be his response to this post........ I'll give you three guesses and it's 3 words " you are worng". lov ya Jimbo... thanks for the reaction...i mean retraction.<gggggggggggg> here's his cpq sub k retraction below and he just made it. You know what he left out..Cpq dominated the 2000-2500 dollar boxes in the latest spot check in 4th q. To: Andrew Fenic (26137 ) From: jim kelley Tuesday, Dec 23 1997 2:20AM EST Reply # of 26207 Andrew, CPQ did dominate the subzero market in Q3 with around 50-60% marketshare. However, their share has dropped to 30% in Q4 as their competitors have prospered. There is very little brand loyalty amonst the first tier PC box makers. HWP, Packard Bell, and IBM now have subzero machines. In addition, there is a raft of other no-name vendors who produce competitive subzero machines. Hence, it is extremely unlikely that CPQ will dominate this market segment.

To: jim kelley who wrote (26189)	12/23/1997 11:05:00 AM
From: Mohan Marette	Respond to of 176388

Jim, heard on the CPQ thread. To: Mohan Marette (12006 ) From: Santosh Keswani Tuesday, Dec 23 1997 10:41AM EST Reply # of 12012 Lucy Painter came out with very bullish comments on CPQ this am. Claims to have done an exhaustive study on CPQ. No excess inventory evidence found. Will meet earnings this quarter. Transition to BTO (build-to-order) by middle of 1998 instead of end of 1998. Note that her bullish views do not match those of other analysts. All info courtesy of my ML broker. Good Luck.