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Make no mistake about folks, CPQ is a classic turnaround. I've played the big cap. turnaround stories for years. I emphasize big cap because the smaller caps are a tougher sell. Remember, analysts have their jobs at stake, I doubt. I tell like it is. Believe me, smart money (and quiet money, I might add) are accumulating now for profits much later. By the by, I'm analyzing XRX at this time. Looks like that may be my next bet. My past performances include: MOT, T, IBM, ORCL, AMAT, KLAC, LSI. Not a bad record. On the big cap side, I've blown NONE. I've blown a few on the small and mid-cap, though, especially in healthcare. |
