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To: Bill F. who wrote (34421)4/18/1999 5:40:00 PM
From: accountclosed  Read Replies (1) | Respond to of 86076
 
What do you think Bill? Is this going to be a blockbuster for cpq, the pc sector, the whole market?



To: Bill F. who wrote (34421)4/18/1999 5:42:00 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 86076
 
Mason issued a PR stating its a cpq problem vs. an industry problem. Thats a hard read on what will happen, depending on the full text of this PR the other boxmakers could rally tomorrow who knows? Anyway fundamentally cpq is toast and the only way to fix things there is to do what jobs did at apple, total pruning and a tight strategy... of course thats impossible because they made those 2 lame acquisitions last year (dec and tdm) so now they are a diversified octopus. The good news is the shareholders prevailed in this case.