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To: Dave B who wrote (18523)	4/12/1999 10:27:00 AM
From: unclewest	Read Replies (1) \| Respond to of 93625

dave/rocky, keep it on the board please. i would like to hear your viewpoints. thanks, unclewest

To: Dave B who wrote (18523)	4/12/1999 10:28:00 AM
From: richard surckla	Respond to of 93625

Dave B, CNBC just a few minutes ago said the CPQ problem was not an industry problem, but rather a CPQ problem, and to look for the tech stocks to rebound this afternoon. It's already happening.

To: Dave B who wrote (18523)	4/12/1999 10:30:00 AM
From: MulhollandDrive	Read Replies (1) \| Respond to of 93625

OT Dave, >>I think Dell is in better position than the others for precisely the reasons you think the others are better off. Should be fun!<< I think you're right about DELL being in a better position than the others, but for now I still think the downtrend for boxmakers is intact, Dell included. It's a hunch on my part, but the competitive pricing and possibility of deferred purchasing is shaping up for potentially a very nasty Q 2& 3.....Q 4 may knock everyone's socks off, though. JMO bp