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Technology Stocks : Jimbo's Playhouse/CPQ

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To: Night Writer who wrote (2065)6/16/1999 12:42:00 AM
From: Jimbo Cobb  Read Replies (1) of 12662
 
NW...well, several contributing factors....1) nice chart when I bought it (still has a nice chart)....2) relatives had just bought a ton of stuff there, so it was fresh on my mind....3) fundamentally undervalued, clean balance sheet....probably still undervalued, at least was at $5....4) BBA was just really kicking off their web-site, so I saw some potential NUT-exposure if they got the right breaks (that has never really happened...just as well now that the NUTZ are tanking)....5) turn-around story, that continues to progress well.....

that's about it....not sure how long I'll stick with it, but breakout appears 2 B real...

Jimbo.
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