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To: SecularBull who wrote (33864)3/11/1998 2:40:00 PM
From: stephen wall  Read Replies (2) | Respond to of 176387
 
SPM,

CNBC reported HP CEO said in a speech today that there was a computer glut in the market. HA! Wonder whats its going to do for those boxes sitting in the channel. Flower pots.

stephen



To: SecularBull who wrote (33864)3/12/1998 2:32:00 AM
From: Satellite Mike  Read Replies (2) | Respond to of 176387
 
CPQ upgraded, DELL downgraded. Cheap boxes on the
way, DELL's revenues look silly compared to CPQ, HWP,
NEC. Please don't compare them to I.B.M. Great
company, DELL, but not 50 BILLION. We haven't had
much of a healthy correction yet. Sorry about the
understatement of the year.

Mike


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