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To: Paul Engel who wrote (78275)4/9/1999 6:15:00 PM
From: Process Boy  Read Replies (2) | Respond to of 186894
 
Paul and Thread - Kumar on CNBC

* Believes CPQ specific problem

* Indicates they did stuff the channel late Q4 to the detriment of Q1

* Expects INTC to report better than consensus

* Expects Dell unit shipments up 9% Q1, Gateway and Packard Bell unit sales flat.

I'm not a reporter by trade, hope I got the highlights. Anybody else plese jump in if you saw this.

PB



To: Paul Engel who wrote (78275)4/9/1999 6:46:00 PM
From: carl a. mehr  Read Replies (2) | Respond to of 186894
 
Paul - Re:" Do I have a choice?"

No! The SI meeting plans have been launched, and I hope you will forgive my transgressions. Many of your followers will be coming from far away places hoping for the chance to meet you.

Would you like the honor of chauffeuring my wife and me around for this half day tour that we will be taking to Silicon Valley?
humble carl


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