Rudedog,re:"COMPig". One can compare CPQ vs DELL just like SUNW vs.
MSFT. CPQ/SUNW goes the tech-route, complex business model. DELL/MSFT
goes the no brainer route, money comes easy, seize the opportunity
and prosper. Before the lastest 'breakout', SUNW has been suffering
much like CPQ until the picture is clear to the street that their
stuff is real and can bring in dough (SHOW ME THE MONEY is not
everything to wallstreet, it is the ONLY THING).
So investing in CPQ is much more difficult than DELL, but at least
it finally has turned the corner, which means that the stock would
correct 5-10% normally and then drift/float ahead.
Today's behavior is not unusual considering it run up from 23 to
almost 45. You could have bought DELL around 39 and now 74+, same
percentage.
Baring anything unknown happens ( for a complex model like CPQ,
nobody can see all of the unknown) hence the lag in stock price
behavior, but total return may still be respectable.
I say any 6-10% retreat is a buying opportunity.
Also, last year's dog is next year's darling. CPQ is definitely
has not become darling yet, so it still has room to go. IMHO |
