NW,
First, I'm not running anywhere
Secondly, those that are running are not the normal CPQ posters. We have been visited (trashed) here by outsiders over the last 2 weeks.
Thirdly, CPQ's earnings were very good as far as I was concerned. They showed that significantly positive move in revenues, earnings, the DEC integration. From a year ago CPQ is SUPER.
Fourthly, for whatever reason CPQ has not joined into this rally now, it will.
Fifthly, I truly believe CPQ Management has their ultimately successful plan together and are in the midst of implementing it, it's NOT over.
Sixthly, CPQ is committed to an immense Internet strategy, it too is not only not over but is only in its infancy. I also believe that it is being adjusted as we 'speak'. The YHOO and GCTY deal today will have mgmnt rethinking the structure of partnering with a key content provider.
Seventhly, any pull back in price is going to be a small negative anomoly when you look back in 6 months or less. Also, any pullback will be minor relative to what we went through last year.
Octly, patience or "what-me-worry?" is my persona
NW, thanks for you post and POing
Michael |
