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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments
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To: TRIIBoy who wrote (13163)4/13/2000 1:28:00 PM
From: Steve Fancy  Read Replies (1) of 18998
 
Hello TRIIBOY,

I am curious as to your logic on shorting CPQ. I searched the thread and don't see where you offered your reasoning. I am long the stock and believe this will be an IBM type recovery story. I am not expecting a great story this quarter, but expect a *very* positive forward looking forecast. Did you see AMD's numbers last night? Maybe these big IT budgets did start kicking in as promised March 1st? I don't mean to argue with you, just looking for intelligent feedback. Seems that other boxmakers who are less diversified in services etc would be much better shorts for those so inclined.

I am not looking for huge short term pops, but honestly believe CPQ will be in the 45-50 range year end.

Thank you.

sf
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