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Strategies & Market Trends : Point and Figure Charting -- Ignore unavailable to you. Want to Upgrade?

To: Ms. X who wrote (4790)	7/16/1998 11:09:00 AM
From: Al Serrao	Read Replies (1) \| Respond to of 34810

Thanks Jan, ah yes I have been flatten by a few trucks in my time and it does start to smart after a while. P.S. QWST just broke 43 which is a buy signal according to P&F for all those who maybe following it. Thanks again.

To: Ms. X who wrote (4790)	7/16/1998 11:28:00 AM
From: The Phoenix	Read Replies (1) \| Respond to of 34810

If I may.....fundamentals... CPQ is a great company for the long term. They have a fab. franchise and are now competing more equally for consumer business - in the true DELL model of JIT and internet sales. Furthermore they continue to do well in traditional high end server businesses and understand the service provider model much better than DELL (at least for now). Finally, CPQ is still in the throws of digesting the DEC acquisition which brings them one of the best field service forces on the planet...again giving them a further leg up on traditional "box" competition such as DELL and GATEWAY. I suspect with this organization CPQ will be THE company helping service providers build in the service infrastructure they need for tomorrows "service oriented" as opposed to "bandwidth oriented" networks. Once DEC is fully assimilated (year end?) this pup will take off. Perhaps the Dietz-man might have more to add..... Gary