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To: Chuzzlewit who wrote (33422)3/9/1998 6:48:00 PM
From: jim kelley  Respond to of 176387
 
Paul,

I think we need to take a look at IBM, HWP, etc.and their effect on CPQ. I think what we are seeing here is a fundamental shift in leadership within the PC market. I do not believe that CPQ will be successful in matching DELL's cost structure. I believe that they will begin to lose share to their more efficient channel competitors and continue to lose share to DELL where their product lines intersect.

Regards,

jim kelley