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To: Mohan Marette who wrote (119302)	4/20/1999 1:46:00 PM
From: Chuzzlewit	Read Replies (1) \| Respond to of 176387

Mohan, where have we heard this stuff before? Funny, only a month ago a bunch of sell-side analysts were pushing CPQ. Now, all of a sudden they discover that there is a problem in moving to a direct model. Some of those boys and girls are really swift. TTFN, CTC

To: Mohan Marette who wrote (119302)	4/20/1999 3:07:00 PM
From: Mike Van Winkle	Respond to of 176387

"Compaq's earnings fell because its executives took their eyes off the ball, juggled too many conflicting issues at once, and couldn't make any one of them successful. But other statements Chairman Rosen made on Pfeiffer's exit show that he understands this. "We must also remain intimately connected to our markets and customers," he says. "We have done it before. We will do it again." Nice theory. Reminds me of management saying we need to cut out some costs this year, like cutting cost is the same thing as not spending money. It is really a process change not a check book action. This article reeks of clueless traditional management ready to make faster decisions. They think execution is "just do it." It will take them a year to realize that they don't really know what to do and decide that for CPQ the PC is dead. Pfeiffer will be chuckling. Cheers Mike