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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Stefan who wrote (29473)	4/9/1999 7:41:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

On CNBC, Ashok Kumar says CPQ problems specific to CPQ. Expects Intel to exceed expectations for 1Q on Tuesday. Likes Dell 1Q. One underperformer does not make for a sh*tty overall tech picture. CPQ is stinking pretty bad but the rest can still be good. I'm watching the end of this movie.

To: Stefan who wrote (29473)	4/10/1999 10:32:00 PM
From: 16yearcycle	Read Replies (2) \| Respond to of 70976

OFF TOPIC: What they are trying to tell you is that Cpq's horrible performance should NOT be used as a guide for pc industry health. OK? If dell, msft and intc say it is a little off but ok, you can count on it. By the way, CPQ has basically announced to the world that they are run by morons with this announcement. In my years of focus on this stuff, I just don't recall an announcement just before e reports, after q end, and on a Friday. It may cause some brief problems in a nervous market, but that is all that should happen.