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To: Phillip Crone who wrote (32233)3/4/1998 10:30:00 PM
From: Gabriel008  Respond to of 176387
 
Phillip, the VAR's you listed may not actually warn this Q since it's my guess that since CPQ transferred some of their PC profits to this group through the much hyped BTO model beginning in August CPQ is probably providing some form of price protection on their aging inventory.

After Intel warned tonight I suspect the next shoe to drop will be Compaq - and probably very soon!