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To: JRI who wrote (4978)4/21/1999 5:06:00 PM
From: Arrow Hd.  Read Replies (1) | Respond to of 8218
 
John, unfortunately I have no access to the CC. I believe they only
let analysts on the call. As far as Y2K, so far they have stated that
they believe there will be an effect and that is why they reversed the
business model from 45/55 to 55/45 with the need to get 55% of the 99
business in house during the first half. So this will be a strange
year. I suggested earlier in the year that they may have success in
executing this model and they came out of the gates fast with their
marketing programs but prices came under pressure and there were a lot
of people at the wall of worry but again, the divisional targets may
have been set very high such that even coming close made for a great
first quarter. I am sure the press will follow up on the PC issues
you raise.