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scba...I established my position in CPQ, just before the 5-2 split, with a 2-5 year time horizon. That was before I came to this thread and before I knew StockDork or hpeace existed. I believe hpeace saw CPQ languishing for a while and decided to throw a few bucks at DELL, thinking, as I do, that they will turn in a nice earnings report and announce a split. I imagine he still has sizeable position in CPQ, too. I like DELL, but feel it's a little lofty in price right now, at least for my liking, and will weather it out with CPQ. I do believe that when CPQ gets rolling they are going to be THE DOMINANT FORCE in the industry(and I include IBM and HWP. Stephen |
