Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: t2 who wrote (92339)	7/25/2001 10:59:25 PM
From: Captain Jack	Read Replies (1) \| Respond to of 97611

NV-- LOL! Since 97% of all posts are just BS,, why not sign off with 'JMBS'? You stated "When the economies recover, the company will be leaner and pricing power is likely to return with end demand",,, probably so. but why look to commit funds on a LT gamble when trading some issues is so much more profitable? Count the times you could have bought at 13+ or 14+ and sold @ a profit only to come back again. You ask "Will people want to buy 12 months or 3months ahead of the turnaround?" I suggest if it is 12 months out the timing is just beginning,, why not wait to invest until there is some certainty? If it is 3 months-- why buy so early? This is a traders mkt mostly at this time,,, at least where techs are involved.. While you are looking to buy tomorrow, I'm wondering if I did not sell a bit early,, if so I'll probably be able to catch it at one level or another several times before it starts to look like a LT hold-- when that happens I'll buy IBM or something else with strong mgmt and a better rep,, JMBS

To: t2 who wrote (92339)	7/26/2001 9:53:59 AM
From: John Koligman	Respond to of 97611

IMHO, the story on CPQ at this point is simple. Forget about P/S, PE, etc. If you believe their services biz will grow fast enough to prevent disaster on the hardware side, go long. If not, trade it as I do or stay away. It's clear that Dell will continue to cream CPQ in regard to boxes. I see statements from MC that he is again 'disappointed' with consumer sales and CPQ will review how they handle 'sales channels'.. These guys always seem to remind me of an army in retreat. Rather than junking something that flat doesn't seem to work, they tinker and tinker while the competition continues to steamroll them. Best regards, John