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To: Night Writer who wrote (50501)2/28/1999 7:09:00 PM
From: Elwood P. Dowd  Read Replies (1) | Respond to of 97611
 
NW.... well thought out report! Thanks. What is the historical average PE for CPQ??? El



To: Night Writer who wrote (50501)2/28/1999 10:40:00 PM
From: Pruguy  Respond to of 97611
 
NW
Cpq does around 1% of sales in Brazil, but didn't they mention that they will have to take approx a 100mm charge due to currency devaluation...........thats a lot of coin no matter how much business they do down there.....at that rate I would suggest they leave the whole continent alone



To: Night Writer who wrote (50501)3/1/1999 5:11:00 AM
From: rupert1  Respond to of 97611
 
NW: I agree with your well-reasoned, well-written and well-informed analysis.