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To: Process Boy who wrote (78276)	4/9/1999 6:20:00 PM
From: Ibexx	Read Replies (3) \| Respond to of 186894

Hi PB, I posted a response to you earlier, but SI's server botched it up and I lost it. Anyway, your second post (quoting Kumar on CMBC) basically expressed the same thought. Pfiffer needs his head examined, and other body parts as well. He is not up to this job, obviously, and flirting with Jerry Sanders certainly didn't help. For companies of this size and scope, the quality/caliber of senior management and leadership is of supreme importance for their continued success. On this score the four horsemen (INTC, CSCO, MSFT, DELL) all have the stuff, but not CPQ--there is no more illusion left anywhere. Regards, Ibexx

To: Process Boy who wrote (78276)	4/9/1999 7:44:00 PM
From: Barry Grossman	Read Replies (1) \| Respond to of 186894

PB, Re: Kumar comments. You got most of it. I would only add that he mentioned that he expects some greater than expected pc buying later this year as some solve Y2K issues by simply buying new Y2K compliant pcs; and Intel's IA-64 (Merced), which he said is "coming out later next year", as a driver of even greater growth for Intel. When asked what his top pick was he said, "Intel is THE one to have in your portfolio." All in all, it was VERY upbeat sounding for Intel but not good for Compaq. Barry