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Technology Stocks : Jimbo's Playhouse/CPQ
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To: Jimbo Cobb who wrote (9863)12/19/2001 2:38:11 PM
From: Mao II  Read Replies (1) of 12662
 
Keep TQNT on your screen. RE GPS -- the company seems to be falling apart. Reinventing yourself is very very very difficult and exceedingly rare in retail. Sears, interestingly enough, has done it a couple of times. But there are damn few other big retailers who've been able to pull it off. GPS not only has a debt problem, it has a problem up and down the line, particularly in its buying and in its conceptualization of its market. It would have to be very very very cheap to accept the risk. Why should you? ANF could pull back a few bucks and offer a much more attractive play. M2
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