rudedog, I saw that but I want to validate the numbers since you can see that the Apple figure is dated to 1997. As a general thought, though, that does jive with my recollection and it presents an opportunity to jump into not only CPQ, but also JBL and FLEX. FLEX is splitting and in a couple of weeks and JBL is doing well, and will be reporting shortly. Although business earnings are expected to grow by 90%, I wonder how much more appreciation can be given to those stocks in this kind of market with elections, oil, valuations, slowing economic data, etc., looming. Therefore, I prefer the undervalued underdogs, such as CPQ, where money flows are staggeringly positive as opposed to neutral, with accelerating earnings.
Any thoughts on IDC data question I posed earlier? |
