I agree with you and have the courage to accept that CPQ is a big loser in the past one
year since Oct of 1997. However, if you look at the long term chart, you will see that CPQ is very bullish at this point. We will probably start to see a consistent up trend
starting as early as Aug of this year.
As to NSCP, and all those e-commerce stock, they are short term play and story stocks. As investors realize the fact, a big correction is due. So, do not be the last mouse to be caught. There are too many players in the E-commerce , and not too
much technology is involved in this industry, and hold the domination position ,
like MSFT , in this industry. Even CPQ can easily have a play in this so called E-Commerce business. I have seen the following players so far in e-commerce
hype, NSCP, DLCK, AMZM, ELNK, ATHM, GNET, LCOS, ONSL, YHOO, XCIT, CMGI, SEK, AOL, MSPG, INTU, DBCC, DNW, CNWK, MSFT. Besides MSFT, none of them make any profit or reasonable profit consistently, and some even have
problems to survive in the next five years. So, be ready for a big correction in this group, Just like 1995 for network stocks. Blood is everywhere !!!!!!!!!!!!!!!!! |
