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To: jim kelley who wrote (53958)3/18/1999 3:02:00 PM
From: Elwood P. Dowd  Read Replies (2) | Respond to of 97611
 
For the record.......... Steven N (53046 )
From: jim kelley
Friday, Mar 12 1999 3:27PM ET
Reply # of 53961

You took it wrong then because I was serious.

My calculations based on the IDC forecast indicates that CPQ can do 31 cents per share
this quarter. Thus they can easily meet the 33 cents per share estimate.

The present value of the stock is about 30-33 dollars per share.

Nothing sarcastic in this message.



To: jim kelley who wrote (53958)3/18/1999 5:49:00 PM
From: rudedog  Respond to of 97611
 
Jim -
I was referring more to the 'inventory overhang' part of his analysis. But I was really just jerking your chain since I suspect you don't hold him in high regard.