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To: John F. Dowd who wrote (78765)4/13/1999 4:36:00 PM
From: Robert Douglas  Respond to of 186894
 
Remember, the devil's in the conference call.



To: John F. Dowd who wrote (78765)4/13/1999 4:37:00 PM
From: 16yearcycle  Read Replies (2) | Respond to of 186894
 
SEG and INTC beat estimates and futures are up 6, if current, but it's very early. rev's look a little weak but must be a relief given the concerns created by cpq's lies.



To: John F. Dowd who wrote (78765)4/13/1999 4:44:00 PM
From: Mao II  Read Replies (1) | Respond to of 186894
 
John: "So it would appear that CPQ's problems are not endemic to the PC industry."
Yeah, this is one of the key early msgs here. CC should be interesting. M2



To: John F. Dowd who wrote (78765)4/13/1999 4:52:00 PM
From: Jon Stept  Respond to of 186894
 
John, re:"So it would appear that CPQ's problems are not endemic to the PC industry..."

Hopefully, the Dell earnings announcement will be good and put the nail in the coffin of this perennial fear.

In my opinion.

Jon :)