Good Morning Cap,
I think that the poor stock performance confirms the statements also.
Still many mixed signals, NT/Alpha, no NT/Alpha, additional profit
charges, no additional charges, spin off AV,no sell AV, etc. which
leads to a mixed opinion and we know WS doesn't like confusion. This with whatever issues analysts want to fetch upon MC, CFO, direct sales, and so on will weigh on CPQ like an albatross until
dispelled by continued performance and less apparent confusion.
We are riding the Mayflower still making the turn, but Wall Street is looking for a Scarab.
hio |
