LastShadow's Position Trading Message Board

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Strategies & Market Trends : LastShadow's Position Trading

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To: LastShadow who wrote (7233)	1/26/1999 9:25:00 PM
From: SteveDavis	Read Replies (2) of 43080

Last, CPQ Good point. I truly believe that CPQ "backed in" to this AV situation. When the deal with Digital was agreed upon I do not remember any mention whatsoever of the AV site. I think just in the last 3/4 months have they started to put together a formula after seeing what other Nets were doing and the valuation being placed on them. I think for DELL/GTW the big hurdle is how do they compete with CPQ without purchasing someone? It would be interesting to know what if any valuation was place on the AV site in the Digital sale. In other words, CPQ got AV "free". I also think it will be difficult for EELL/GTW to change much as they are still run by the founder and is not as open to change as an independent board might be. Also, CPQ has been forced to change and look for other opportunities because of DELL/GTW being so competitive. I have CPQ for the long term, just like my wife, but if they cross me they are both gone, LOL. I bought 1k of CPQ at the IPO for $12 and sold at @28, life is full of regrets. Steve Davis

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