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Vic-- 50 would be a miracle. I played COMS, CS, NN, and PIOS all for the probability of a buyout as I did FORE earlier this year. All are black,, some obscenely so... and PIOS barely so,, 50 for CPQ would see the price run close and it would be time to bail,,, the arbs can have thec last 5% - 10% there are better playes at that point. CPQ is worth much more in pieces than as a whole. IMO it probably always will be as it is such a huge boat to keep on course. Tough to move, turn, or slow when the need arises. No matter how hard it tries to cut back an org this size needs a small full time cutting room. There are always adjustments and managers understandably try not to make those decisions. As fast as technology moves positions change. Often it is not a matter of wholesale firing but of redistribution of resources. Yes,, tell me 50 and at 47 someone can have it all,,, as mentioned earlier it could be worth much more in a year but remember it could be 18 then too as recently proven,, who would have believed that a year ago??? |
