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To: GP Kavanaugh who wrote (121233)4/29/1999 4:13:00 PM
From: Mohan Marette  Respond to of 176387
 
H&Q Conference - Bullish Vs Guarded

Did you also know Gateway was kinda guarded at the H&Q conference,quite unlike Dell I might add as Dell was quite bullish.

Dogway keep telling analysts, 'please don't jack up the earnings estimates' which by the way got a very polite applause from the audience.



To: GP Kavanaugh who wrote (121233)4/29/1999 6:01:00 PM
From: David S.  Read Replies (1) | Respond to of 176387
 
So AMD wants to add another loser from DEC (Palmer) to their board. That is great thinking on Sanders part. As long as they are the underdog, why not gather all the underdogs in a chummy circle and they can howl together. In the 50's they used to call this a circle jerk.

Regards, David S.
INTC DELL WCOM LU IOM ANSC PGTV UNPH SDLI DCLK SKYT QQQ


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