Hi Mike, re:>>only fundamentals matter in the long haul, and CPQ has none<<, might that not be changing to "only Services matter in the long haul, and CPQ will have them first"? With Gates & other co's testifying to over 375,000 tech openings that can't be filled, I'd want to have a large pool of this increasingly rare-and-costly-personnel-for-hire on my balance sheet <g>. They're also concerned of the shortage of hi-tech graduates to the extent they are starting to recruit college students a year before graduation. With all box makers facing the same margin pressures, I'd rather hold the first box maker to diversify into services. Of course, I'd like to buy them at the bottom but....
regards,
Tom |
