Mr. Pink's Picks: selected event-driven value investments Message Board

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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments

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To: Steve Fancy who wrote (13165)	4/13/2000 4:51:00 PM
From: TRIIBoy	Read Replies (1) of 18998

CPQ is not a big position, I just believe they still have no coherent strategy for competing with the direct model or to combat the below $1000 PC demand. Until they actually clarify their strategy and start posting real growth numbers and actually stop talking about forward earnings, I'll cover it. With CPWR and now MSFT, we are hearing that corporate and PC demand blows. We'll see what CPQ says, but I see little upside.

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