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To: rudedog who wrote (116681)4/12/1999 1:28:00 PM
From: stockman_scott  Respond to of 176387
 
<<EP said "global weakness in PCs" was to blame for the shortfall on his con call this morning. Given DELL's recent comments, that looks like a sea change in the PC industry. DELL is now within striking distance of the #1 slot with everything going for it. What a great company. If they have managed this without disrupting profitability there will be no catching them. >>

rudedog: Great Comments....IMHO, MSD may be AHEAD of schedule when it comes to accomplishing his vision (of dominating the global hardware marketplace)..<GGG>...I look forward to the May earnings meeting.

Best Regards,

Scott



To: rudedog who wrote (116681)4/12/1999 1:31:00 PM
From: Mohan Marette  Respond to of 176387
 
say 'rude' does that mean you dumped your recent purchase of 24k shares of CPQ?<eom>