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Too little too late from the morons at Compork. Classic example of shutting the barn door AFTER the horse got out. Apparently the jackasses who run this company don't stay in touch with their analysts any better than they do their shareholders. With CPQ's shaky track record, this should never have happened, that is, unless it were true, cause SSB woulda been better informed. Where there's smoke there's fire. Hard for me to believe that SSB would be so reckless. They have some basis for their comments other than to get in on the cheap. Only thing positive about the situation is that CPQ did come back immediately and refute the allegation, which means to me that CPQ won't warn. Hopefully they aren't stuffing the channel again or relying on investment income this Q. Time will tell, but the stench continues to follow this company, which imho, doesn't justify the cavalier attitude they project to their shareholders and WS. Btw, isn't Gartner the analyst at SSB and if so, isn't he the only guy who nailed CPQ cold two years ago when CPQ screwed up??? In addition to that, "back-end loaded" which is the old Earl Mason line, scares me. El |
