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To: rocklobster who wrote (6047)2/1/2001 3:32:22 PM
From: SecularBull  Respond to of 10934
 
Thanks, rock. I agree that the timing of the buy at these levels has typically yielded a great return. I honestly think that CSFB has got it all wrong on this one.

It reminds me of the analysts that kept defending CPQ against DELL (saying that CPQ would muscle-out DELL's advantage- see EMC muscling NTAP). The mighty will fall, and the "upstarts" will be their undoing.

LoF



To: rocklobster who wrote (6047)2/1/2001 3:32:23 PM
From: SecularBull  Respond to of 10934
 
deleted



To: rocklobster who wrote (6047)2/1/2001 3:32:23 PM
From: SecularBull  Respond to of 10934
 
deleted


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