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To: Dale J. who wrote (60738)	7/18/1998 11:11:00 PM
From: rudedog	Read Replies (1) \| Respond to of 186894

Dale - True, but CPQ played a big role in their own problems Agree 100% - they had a solo performance in their own problems. Some have pointed to the fact that IBM and HP also stuffed the channel in 4Q97 - but that really just gave CPQ an opportunity to clean house. Instead they pretty much burned the house down. There overall execution has been superb, and I wouldn't be surprised if Dell eventually enters into the enterprise service business. Dell is not just a superb execution machine - they are superb at picking products and markets where their unique model works. I know they are looking hard at a service acquisition but I doubt that they will go there - a big fixed cost business would be pretty foreign to them. But I agree they have to do that to maintain momentum into the enterprise server market.