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To: Uncle Frank who wrote (19909)3/6/1998 1:19:00 PM
From: E.H.F.  Respond to of 97611
 
Frank...the "catuionary comments" were that the CPQ CFO said that he expected that 1Q estimates would be met, however he would not elaborate until Feb's numbers were in...he also said that March was back end loaded in. These comments were wildly interpreted by the shorts to mean that CPQ was going to miss.

E.H.F.



To: Uncle Frank who wrote (19909)3/6/1998 1:23:00 PM
From: E.H.F.  Respond to of 97611
 
Frank, the CFO also said that competition was stiff. Since when isn't it. Personally, I like it that the leading PC seller is worried about competition...worry about it, and worry about it alot...and kick ass!

E.H.F.