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Yes, zurdo, the bad old days. Steve was sooooo convincing about CPQ that I held on due to his pronouncements. Fortunately I sold at a minor profit just prior to the warning you mentioned because I was too extended overall. I frequently thought that he was revealing, what appeared to be, truly inside information on CPQ. I wondered if CPQ cut him off, if in fact he had a source. Then, of course, when the CFO misleads the market, you've got to wonder what is going on in Houston. I agree, CPQ is a garbage stock, imho, and those who tout "the service" side of the business don't understand DELL's obsessive focus on understanding the client/customer and meeting their needs. btw, just piled more DELL into my IRA, just for fun, in time for the run up. |
