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To: Sig who wrote (86690)	12/23/1998 8:44:00 AM
From: Mohan Marette	Respond to of 176387

Ref:CPQ & Networking biz...'Tripped up by shifting technology,management turmoil and misplaced step on dealers'... 'morning Sig: WOW that is quite a laundry list CPQ got going there. Say what is up with Ingram Micro,thought they are the king of channels and white box PCs!!!!!! Aren't they one of CPQ's 'partners' or could it be part of the 'misplaced step on dealers.. ..."NEW YORK, Dec 23 (Reuters) - Stocks to watch Wednesday: -- Personal computer distributor Ingram Micro Inc. (NYSE:IM - news) said its fourth-quarter earnings would be below Wall Street estimates. The company blamed slower sales. Ingram shares closed Tuesday at 46-4/16."... Anyway thanks,quite interesting.

To: Sig who wrote (86690)	12/23/1998 9:27:00 AM
From: Mohan Marette	Respond to of 176387

Something smells fishy in Houston- CPQ:Of retreat and shut down. Sig: Here is a follow up on the news on CPQ. ================================== Compaq Retreats From Networking, Will Shut Division, WSJ Says Houston, Dec. 23 (Bloomberg) -- Compaq Computer Corp., the No. 1 maker of personal computers, will dissolve its stand-alone computer-networking division on Jan. 1, the Wall Street Journal reported. The decision ends Compaq's efforts to become a player in the business of supplying computer-networking equipment, which the company had said could generate $1 billion a year. Compaq will phase out manufacturing and disband engineering groups as part of the move, though it will still offer some networking products, the Journal said. Houston-based Compaq, which had sales of $24.6 billion in 1997, last month began allowing small businesses to buy computers directly from the company, a strategy that has been successful for rival Dell Computer Corp. (WSJ, 12/23, www.wsj.com) *--All newspaper citations refer to the Wall Street Journal