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Strategies & Market Trends : Bill Wexler's Profits of DOOM

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To: Bill Wexler who wrote (4513)2/25/1999 2:49:00 AM
From: Bill Wexler  Read Replies (1) of 4634
 
Wexler raises the odds of a CPU takeover to 2 in 3.

I keep looking at the market cap of SPLS vs. the numbers its doing. I look at CPU's market cap vs. the numbers its doing. I see that larger retailers are snapping up internet and mail order operations. I see CPU suddenly spinning off the direct division.

This screams consolidation to me.

I will now be surprised if CPU is still independent in 24 months. I don't think the stock can remain these levels without someone making a play for the company.

One way or another, this stock is going significantly higher.
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