Yes, Andreas, I agree that when you take out all the people you mentioned we end up with less, probably around 3 billion, give or take a billion. :) But that still leaves a grunch. CPQ is *only* selling around 11 - 13 million computers a year right now. My whole line of thinking is based on a long term view. Market makers, short sellers, puts, options, analysts, short term investors, panic, fear, optimism makes the stock go up or down, sometimes drastically, but in the long run it will be CPQ's long term performance that will determine what the price is ten years from now, and that is what my time horizon is. For the people that are looking to cash out in a few months or a year or two...I don't blame them for flopping and twitching, because I would be too, but them and me is as different as apples and oranges.
E.H.F. |