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To: zalesky who wrote (31923)	3/3/1998 7:38:00 PM
From: Boplicity	Read Replies (2) \| Respond to of 176387

UpDownMDellSplit7daysTurnsNew100mhzbusWin98DVD400Mhzcpuallthenewsisoutthesellingisalmostover.greg--->ifyouareboard,thrx,mspg

To: zalesky who wrote (31923)	3/3/1998 9:10:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Zalesky, what we've been seeing lately is simply the result of momentum players. It has nothing to do with CPQ or the concerns some people feel about the computer industry. When the mo mo boys run the stock up they engage in a kind of musical chairs. When the music stops (i.e., there is any kind of weakness), all these guys look for a seat (they bail), and the loser is the guy who doesn't bail fast enough. The funny thing is that if this guy changes his perspective from mo mo trader to long term investor, he could walk away with the brass ring. Remember, day to day fluctuations in the market don't matter. What counts is the impact of continuing earnings growth and the visibility of increasing market share. Regards, Paul