Well, John, I think CPQ's recent performance is to be expected. They've had a tremendous run-up since November, and they bought DEC. More than anything, I think it's the uncertainty surrounding the DEC purchase that has put this stock on hold.
In the mean time, you're right, Dell and others like MSFT and LU have shot up like rockets. I guess I wish I hadn't missed the boat with Dell, but I own LU and MSFT, so I am happy with those movements. For CPQ, however, it might be anywhere from 3 to 6 months before it starts a sustained upward movement. In the mean time, I am looking for it to go down, so I can purchase more. CPQ is one of my core holdings that I buy but never sell.
Anyway, good luck to you! |
