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Non-Tech : Core Holdings--long and short

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To: 200ma who started this subject2/21/2001 12:13:29 PM
From: 200ma   of 11
 
CPQ is a buy anywhere close to the $18 area, company has gone a major restructuring of business direction, they are ahead of the game in handhelds and servers soon, look into the story, will earn at least $1.21 per share this year, it is a two year story in progress, pressure by the other box makers in the sector who haven't caught up with the new direction yet, they have taken a new lead and will reflect in earnings in a year, accumulate on weakness with a 2 year timeframe to reap the rewards when earnings pick up fast and furious...the IPAQ handheld is leading a new revolution
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