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To: hpeace who wrote (4710)	3/11/1998 9:37:00 PM
From: Clarkster	Read Replies (3) of 4749

steve: I am a new trial (one month) subscriber to S.I., and have enjoyed your informative posts on the CPQ board. As the designated CPQ guru, I was disappointed in your prediction that "cpq will make earnings" was way off base and obviously will not happen. When you first commented on this, my hopes were greatly enhanced and my belief that the channel stuffing rumors were exaggerated and unfounded was simply not true was reinforced with your confident prediction. As my port is 80% CPQ and my avg. cost is 37 and 100% margined, I am deeply concerned about the current situation w/ CPQ. I am doing covered writes at the moment to generate income and decrease the risk of a margin call until CPQ gets out of its funk. I am very close to a margin call but will be patient w/ CPQ as I cannot afford to sell it a HUGE LOSS. Do you have any insight as to the latest w/ CPQ and what might turnaround the street sentiment to CPQ stock price? Will this sentiment change within 3 months after 1Q #'s s and Dec deal closes? Do you still believe CPQ will be 70 by years end or closer to 50? Thank you in advance for your thoughts. A frustrated and worried CPQ long, Clark

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