SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 90.56-4.4%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Brian Malloy who wrote (958)8/12/1997 6:14:00 PM
From: Ibexx   of 93625
 
Brian,

-OFF TOPIC-

Thanks for your reply.

My re-evaluation of CPQ (before it was always just a box company) were based on four pivotal points:

1) The recognition that CPQ has a commanding lead (and repeat this phrase 3 times) in SE Asia, especially China.

2) CPQ's aggressive pursuit of vertical integration--a very strategic move--of Microcom, an up-coming remote assess solution vendor which has xDSL as well as ISDN and the 56Kflex modems.

3) CPQ's aggressive horizontal branching into different market sectors by acquiring Tandem.

4( CPQ's central role in net commerce--the "cash cow" of the future.

I have been actively adding shares to my existing CPQ position during this week's weakness. Great buying opportunity for me.

Regards,
Ibexx

(And I hope RMBS would drop another 30 points--the quicker the better.)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News