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To: Dave B who wrote (15521)2/12/1999 4:50:00 PM
From: DownSouth  Respond to of 93625
 
just a shift of sales from one PC manufacturer to another

With INTC's and MSFT's fabulous quarters and good forward looking guidance, CPQ's very good quarter showing a shift of international market share to CPQ from DELL, I think we are in good shape. The market will shake around on doubt until CPQ, INTC and or MSFT give us some good news and/or some analysts reiterate buys on these stocks.

We are witnessing the difference between Princes and Gorillas.