Greg:I think now it is clear CPQ has become irrelevant,anybody that counts in Technology Intel,IBM,Microsoft all reported stellar numbers,even the 'nuts' have come through at least most of them.If anybody needed convincing I say THIS IS IT, it couldn't be any more obvious.As far as I am concerned the agenda driven analysts can go to hell,Niles and all.
And oh CPQ will be lucky to get back on track in a year,if they do then we'll talk about it,that too if they can find somebody extremely capable to run the damn thing.
Hell even CPQ grew revenue close to 40% YOY,IBM's PC biz grew 50% yoy, Asia,IBM stated, has done well,as for the other regions Europe,The Americas did extremely well, I don't know what these Wall Street Analysts SOBs are saying if they are saying anything at all.
Today,the schmoes tried to inject fear (and succeeded holding back IBM and DELL during market hours) of uncertainty by saying Microsoft and Intel were cautions going forward, yeah right like they always said otherwise in the past,then they said CPQ didn't give any guidance, well WHOOP-DE-DOOO'!!!!
Quote of the day from IBM to the schmoes of Wall Street:-
'There's an absence of anything we're hearing from customers that suggests a slowdown,'' he said.'
Now you think they got that?????<vbg>
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