Facts are subject to change...... you haven't addressed the future at all.....and if indeed margins are not maintained as they have been according to the facts....and per my theory.....then expections will be lowered and thereby p/e and correspondingly share prices based upon lesser growth rates..... I wouldn't dispute a dell head or you re: the successful peformance of CPQ or Dell in the present and past.... the issue is the future..... and obviously, for that, the facts are not yet created.... I think CPQ will be a growth company, like many, and relative to other tech companies, will perform well,,,,,,,that is on a relative basis......but not at these value levels..... All of what you have said is beyond dispute....in the present.... but I wasn't talking about the present...
BTW: I would be happy to continue the discussion....and will...but could you leave the attitude at home.
Thanks.
Joel |
