Hi Rudy,..Re:.CPQ will catch DELL in stock price sometime in 1H99,
maybe as early as 1Q.
Wow, that smooth, unruffled and totally professional demeanor got fluffed? You are correct that this thread mostly dwells on the positives; however, I'm not exactly clear about what benefits a 5 X R&D budget can have on a business market determined to have customized solutions for their IT requirements.
Also, if CPQ is taking the path of the high-end enterprise business and relying heavily on service, (I stipulate it is excellent service and the same service which propelled Dell to the service awards previously), wouldn't it be logical to assume the same type of growth rate for that particular business direction?
If we look at performance for the past 100 days, we can't discern much except the market has trouble deciding where to put long term money.
techstocks.com
However, if we look at longer term performance, and using the same logic that CPQ is moving to compete in the IBM space, wouldn't we also conclude that implies an IBM growth rate?
techstocks.com
Maybe I am missing something important, but this direction for CPQ logically implies slower growth? Apart from the obvious newly found street enthusiasm. <vbg>
Regards & very respectfully,
Lee |
