|
in Feb., I posted here that I had changed my own target on CPQ for '99 from 69 to 59. As I posted yesterday, I see CPQ going as low as 31-32 before recovering to as much as 40 by 4/1, although that may be tough to do. If we get further warnings from CPQ and/or if INTC warns, we see the high 20s. 50 is doable by the end of the 2nd quarter, but unlikely. Most likely scenario is that we stay in the 30s til the cows come home. This is only an uneducated guess, so anyone who cares to agree, disagree, flame me, or add to my comments is welcome. After all, WHAT DO I KNOW!!??? El |
