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

To: Jimbo Cobb who wrote (9863)	12/19/2001 2:38:11 PM
From: Mao II	Read Replies (1) \| Respond to of 12662

Keep TQNT on your screen. RE GPS -- the company seems to be falling apart. Reinventing yourself is very very very difficult and exceedingly rare in retail. Sears, interestingly enough, has done it a couple of times. But there are damn few other big retailers who've been able to pull it off. GPS not only has a debt problem, it has a problem up and down the line, particularly in its buying and in its conceptualization of its market. It would have to be very very very cheap to accept the risk. Why should you? ANF could pull back a few bucks and offer a much more attractive play. M2

To: Jimbo Cobb who wrote (9863)	12/19/2001 3:29:25 PM
From: Paul Senior	Read Replies (3) \| Respond to of 12662

I have a small, unfortunate position in SLR. I may add if stock drops or give up and move funds to FLEX. GPS. They have an enormous mall presence offering customers many clothing choices/styles. They've got money and purchasing clout. If they can find winning styles with broad appeal again, they ought to be able to roll 'em out all over. There might be a catalyst somewhere to draw institutional interest and propel the stock. I'll consider GPS under 10.