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The stock and the company were going down the toilet when Rosen intervened. EP had outlived his usefulness at the company, and it was time for a change. I think that Capellas is doing a good job, but Rosen could have appointed someone else who might have done just as well. I've already expressed my thoughts on AV on previous posts. As the smoke clears, new programs, products, pacts, alliances, and policies are in place, a new CFO comes on board, and the pink slips continue to be handed out, CPQ will evolve into a lean, mean machine .... probably better than ever! Of course these are my opinions. I'd like to hear your's. El |