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To: D.J.Smyth who wrote (80706)	11/16/1998 12:20:00 PM
From: Lee	Respond to of 176387

Darrell,..Re:. have no idea why this was said, no explanation It was my understanding that Katz made the remarks based on valuation and expectations. In other words, he implied the stock is already fairly or overly valued, and that based on the current valuation, performance had to be stupendous going forward because of expectations. He felt there was more appreciation possible in CPQ. We've already witnessed the impact of unrealistic expectations and apparently, Katz thinks more of the same is ahead. Regards, Lee