>>in that respect, CPQ is overvalued versus DELL, HWP, IBM relative their
respective growth rates...do your calculations...but pls consider the above factors if
you are going to rebut...btw, I know because I did the calculations<<
van, i respectfully disagree. why? b/c future eps are what count. the past isn't good enough. i believe that dell's eps will begin to conform to what is happening to cpq and ibm if, for no other reason, than they slash prices so low that they steal dell's market share.
going forward dell will drop much, much, much more than cpq. and going forward from right now is all that matters. |
