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To: GVTucker who wrote (79812)4/23/1999 1:27:00 PM
From: L. Adam Latham  Respond to of 186894
 
GVTucker:

Re: Given that the overall numbers met expectations that would argue that the business segment performed under expectations.

You didn't read what Jim said. GTW's earnings exceeded expectations, and even met the whisper number.

Adam



To: GVTucker who wrote (79812)4/23/1999 1:40:00 PM
From: Jim McMannis  Respond to of 186894
 
GV,
I think E-machines hurt CPQ on the low end and Dell hurt them in the server market. Still, who you gonna blame except Blowhardt?
He had a good 6 years and a bad last 2. But like the NBA coach, it's what have you do for us lately. When the team falters, you fire the coach.

Jim



To: GVTucker who wrote (79812)4/26/1999 10:56:00 AM
From: Mary Cluney  Read Replies (1) | Respond to of 186894
 
GVTucker, >>>That would tend to support what CPQ said.<<<

PC industry had boffo Q1, say reports

Dataquest, IDC report strong first quarter for PC industry

zdnet.com

Reports out today clearly indicate Pfeiffer lied. Both IDC and Dataquest/Gartner to report worldwide sales grew 19%/17.2% and in the US 24%/21% respectively.

Get over it.

Mary