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To: MileHigh who wrote (18480)	4/11/1999 9:15:00 PM
From: Dr. Id	Read Replies (1) \| Respond to of 93625

As to CPQ having weak management... I remember prior to the DEC acquisition, Pfeiffer was on the cover of Forbes as CEO of the Year. I've owned CPQ since '94, and always felt that their management was a strongpoint (until the last year and a half). Did they suddenly turn bad? Were they lucky up until then? Are there other factors that were beyond their control?(such as overall problems with the boxmakers). I know there are no clear answers, but it is confusing when seemingly good management presides over a company that is seemingly in trouble. JB

To: MileHigh who wrote (18480)	4/11/1999 11:00:00 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

MileHigh, OTOTOTOTOTOTOTOT Re: CPQ versus Dell and Gateway. Dell just said on Thursday that they expect to see strong yoy growth and that if anyone is having problems, it's their own and doesn't have anything to do with Dell. So I think your 65% weak market demand is too high (but I agree that Dell and GTW will gain share). I believe that CPQ is simply sc***ing the pooch at this point. Every other day they seem to be restating their strategy (first they were going direct, two weeks they said they weren't, they bought a web vendor for $200M, I believe, recently to sell on the internet, next week they're announcing a new enterprise strategy -- it's getting impossible to follow them anymore). Dave