John, look at the big picture, If the world is in trouble CPQ can
not sail alone no matter how high the margin is. The big environment
is not right for the stock market, the problem is not the CPQ itself.
So you need to see when the currency crisis will settle , once it is
settled, CPQ will be the first to run up.Short term, I do not know
when this crisis will be over, but it should be over sometimes. Before
it is over , whatever we discuss here is meaningless, be it the otp program, the profit margin, or the total revenues in 2000 ...etc.
When the big storm comes, it will wipe out everything, the market
will be driven by emotions, and nobody will think about P/E, profit
margin, revenues,, just sell, sell, sell, run away with whatever left.
For the timbeing I just pray that Japan can solve its financial problem this time. If Japan got a problem, you will see the impact.
Japan is a big world market for many countries. |
