" Could CPQ see 29 by 12/31? Is a new 52 week high possible in 2001? El"
Just barely... the fog regarding this company is lifting... it is now being seen that in this particular market, given Y2K, effective boxmakers, and laudable IBM Enterprise Service biz, that CPQ is over it's head in these competitive waters. There are no magic bullets that will turn this situation around; seems like only effective execution of all the existing forcasted directions will pull it out of the doldrums (this reorg, 2 bil write off in Q3, getting by Y2K, "matching e-machines and other cheap box makers", and getting some pizazz into the AV internet strategy (still doggish)).
They can do it, but not quickly... if they could read the future market and by so doing announce a solution before the problem is actually seen by others, they would be able to accelerate rapidly, but so far they seem to be stodgy... unable to really excite the market with either their "vision", or their execution.
So... I hold one small bundle until mid 2000...
Doug |
