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Technology Stocks : Jimbo's Playhouse/CPQ -- Ignore unavailable to you. Want to Upgrade?

To: Jimbo Cobb who wrote (8130)	11/10/2000 5:40:43 AM
From: Mao II	Read Replies (1) \| Respond to of 12662

Jimbo: This is true. But now there is a great opportunity to PU eGull at super bargain prices. BTW it t'weren't so bloated B4. And it ain't bloated now. The warning results from two things. First, they cite softer economy and slowdown in consumer spending. Second, they have increased promo costs to retain and build market share. This latter will result in smaller margins by about 1.5 percent. Obviously this leads to smaller bottom line. However, the company sez comp store sales are still growing in line with their expectations of about 5 percent. I like BBY a lot in this space over time. I also think shares at its current level -- or wherever it stabilizes -- will make excellent money over the intermediate term. BBY is taking share from CC, which is not to say that CC is a bad investment at its current levels. Just my opinion of course. One further point: there are a certain number of shorters who have gone after BBY, which will probably propel the share price once we pass out of this current larger political situation. (Notice I refrain from making a political remark here!!) Final analysis: BBY offers the possibility for excellent BK action!! M2