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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (738)3/12/1999 3:32:00 PM
From: Teflon  Read Replies (1) of 54805
 
Uncle Frank and Group, how are you??

I hope everything over here is going well. I have been very busy of late and have not had much time to post except for some recent dribble on the MSFT board. I just purchased my first batch of CPQ today for $30 1/2 and am quite happy about it.

I would not put to much stock in the worries regarding CPQ's upcoming earnings report. The word I hear is that many of the analysts are reacting to the Dell situation last quarter (downgrade prior to the announcement) and don't want to be left behind this Quarter if the same is going to happen. But everything I hear is that CPQ is having a good Q and may surprise a few folks depending on the Pentium III sales.

To clarify, the are many reputations being made and lost amongst the analyst community. Many people didn't follow the folks from BBRS last Q when they warned about DELL and now they wish they had. It gave much craved credibility to a few hot shot analysts and made most of the high tech analysts (who didn't follow suit) look like idiots. Well this Quarter, they are not going to give the tech bell weathers the benefit of the doubt. Too many bonuses at stake.

This is also why many on the street believe MSFT preannounced on the Office 97 deferment. MSFT management did not want the analysts to be the ones to sort this out for them at the end of the Quarter. CNBC and the rest of the new business media is making stars/heroes and overnight losers out of the analysts these days, and the game is getting very competitive.

I am now long on CPQ, for the record.

Take care,

Teflon
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