I hear you about CPQ. I bought INTC back a couple of weeks, I'm about to buy CPQ, both for a trade. I would like to hold INTC long term, but not CPQ unless the stock performs. CPQ wants to be IBM, DELL, INTC, CSCO and HWP, they seem to want it all, while not realizing that it's the sum of your partners that matter, while DELL is just DELL, plugging away doing want it does best. I still can't get the fight that was going on at CPQ about gold connectors during the Cannon(sp) period out of my mind, I know that was awhile ago, but the cultural aspects of that thinking still infect the company. The both of them, INTC and CPQ, are not in the same class as CSCO, DELL, or MSFT for that matter, stock performance wise mind you, that's what matters to me anyhow as an investor. Too much time is wasted waited for the stocks to come back, the trend in CPQ and INTC are very obvious anyhow, so why park your cash?
Greg |
