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To: Catcher who wrote (46160)1/29/1999 3:31:00 PM
From: rupert1  Read Replies (2) | Respond to of 97611
 
If you were attending to the DELL thread you would be able to answer this guy:

_______________
To: Dennis (92693 )
From: Lee Friday, Jan 29 1999 3:27PM ET
Reply # of 92702

Dennis,..Re:.did anyone just see the graphic on CNBC saying cpq is taking market share AWAY from Dell?

Weren't they only talking about PCs? Also, did they state whether this was the US market or worldwide? I missed it - only saw the last bit. Also, remember the data might only count shipped as Dorine pointed out this morning. That's not the same as sold when it comes to channel operations.

Regards,

Lee




To: Catcher who wrote (46160)1/29/1999 3:42:00 PM
From: Loki  Read Replies (3) | Respond to of 97611
 
catcher...since you are here, actually
pitching instead of catching....
"dell up another 5"

What is the reason for the recent DELL run up?
This is the quietest DELL run up I can remember.

Loki

PS...Oh Oh...Jerry Favors is nervous about market...
probably because he got into cash in October.



To: Catcher who wrote (46160)1/29/1999 6:21:00 PM
From: Lynn  Read Replies (3) | Respond to of 97611
 
Let me make you a proposition. First, this is going to require our lawyers, because your 'word' is no good in my proposition.

1. I will sell my shares of CPQ and switch the proceeds, minus my Federal and State tax liabilities, into DELL.
2. Six months from now the value of my investment in DELL must be equal or greater to: a.) the proceeds I receive when I sold my shares of CPQ, meaning the amount from the sale _before_ taxes; or b.) the value of CPQ shares had I not sold, whichever amount is greater.
3. Any money I have lost by selling my shares of CPQ will be paid to me by you in one payment.
4. You must put in an escrow account a sum equal to 50% the value of my CPQ shares sold to purchase DELL.

If you want to take me up on this send me your real name, address, phone number, and similar information on your lawyer. At this point I shall send you similar information. Have him draw up papers, send them to my lawyer to look over, and if the papers are drawn up to my satisfaction _and_ I am satisfied that you are financially able to honor this agreement if you lose, I shall sign.

Be warned, Catcher, I have a LOT of shares so if you are a financial pip-squeek, you're in the wrong ball park playing financial games with me.

Basically, Catcher, put up or shut up--and stay on the Dell thread.

Lynn