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>>>ML negative & cautious on CPQ .... rating Neutral<<< What else would ML say, they're in bed with DELL. I guess they coulda said "SELL!?" Either way it goes, they don't look to bad with a neutral. That said, I believe it will be a struggle for CPQ in Q1, but they'll make the .17 if they sell enough assets to get about .03-.05 of that .17. NW, put me down for .17 including sale of assets. Btw, what's up with Dan Niles? "Buy at open!" He shoulda been in retail. "Be here when the doors open, first come, first served, hold your place in line!" Sounds like a boiler-room furniture store in my home town. El |
