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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: AUrush who wrote (67104)	10/21/1999 3:01:00 PM
From: bob	Respond to of 90042

Read the link in my post. Message 11665352 Says about the same as what you are saying.

To: AUrush who wrote (67104)	10/21/1999 3:28:00 PM
From: Bryan	Respond to of 90042

AU, I don't remember mentioning IBM in conjunction with CPQ in the post you are referring to. Message 11663964 I do agree with you that IBM has its own problems, but I was talking more about the pc makers and that CPQ seems to be getting the worst of it.....My focus was not on Y2K for CPQ. Basically I was saying that IMO, CPQ seems to be a glutton for punishment, and I suspect that it will sink further from these levels. I am looking to get in on some 6 month CPQ calls at or near $15. DELL and CPQ should be less effected by Y2K imho >>> And IMHO as well...I agree with you 100%. I believe the whole pc sector is approaching undervalued territory, but you have to factor in company specifics as well, and I believe a few more tics and CPQ will be the pick. It's not going to happen overnight though. bk