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To: Lisa A. Grabenbauer who wrote (7158)3/29/1999 11:55:00 AM
From: D. Swiss  Respond to of 8002
 
I agree with the statement of being undervalued, but disagree that it will grow faster than Dell.

:o)

Drew



To: Lisa A. Grabenbauer who wrote (7158)3/29/1999 12:58:00 PM
From: David A. Stern  Read Replies (2) | Respond to of 8002
 
I believe you are referring to the interview with Roger McNamee, not Michael Murphy. Anyway, he did say that and he is a respected leader/follower of technology. He was dead wrong about Vantive, though!

Luck to all,
David S.