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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (69584)	10/26/1999 6:09:00 PM
From: Amir Shalit	Read Replies (1) of 132070

Mike, I'm not sure at all that CPQ is cheap. I guess it's all relative. I felt that KO is attractive at 47 before I recalled shorting them at that level 2.5 years ago while eps and revenue didn't change. I realized that the only thing that changed is that the bubble got a lot bigger and 35 eps on KO looks good. CPQ is still trading at 2X '96 levels while growth is all but gone and they still face mounts of specific problems which are in the price and industry wide problems which are not in the price. Amir

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