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John.... About 2-3 weeks ago when CPQ was 34 and DELL was 66 or so, I bet Swiss that CPQ would double first. I still think I'll win that bet as, so far, CPQ is looking strong and its future bright, what with all of the pending news, earnings, AV, DEC integration and added value. I did say that I would buy DELL if/when the 2 achieved parity, but that may not happen soon. I like CPQ better short-term, cause I think it will rise percentage-wise quicker. I like CPQ long-term because of the DEC and Tandem acquisition. Frankly, DELL's pe concerns me, but I would considering buying DELL if CPQ gets too far ahead of itself and DELL continues to lag. El |
