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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: uu who wrote (8958)4/9/1998 12:35:00 AM
From: Bill Oegerle  Respond to of 64865
 
Addi,

I am glad to see that you are also interested in CPQ. Did
you read my SI post (#7523) a couple of months ago? In summary
I bought CPQ also because it had similar P/E, Price/Sales ratio
and profit margin (7%) as SUNW. I also thought that CPQ was
going to start catching up with DELL since they were instituting
a build-to-order model. However, shortly after my purchase, CPQ
announced the DEC takeover, which I did not like... I sold out.
I am now waiting on the sidelines to see how they consolidate DEC.
I think the price of CPQ has a chance of falling to $15-20, if
things dont improve soon.

--Bill



To: uu who wrote (8958)4/9/1998 4:34:00 AM
From: Kal  Respond to of 64865
 
developer.com



To: uu who wrote (8958)4/9/1998 12:19:00 PM
From: H. Wai  Respond to of 64865
 
Addi,

What is your opinion on CPQ? Do you think that PC business is a very competitive business right now, especially that the average selling price of a PC is going lower and lower? When do you think the stock price of CPQ will recover?

Thanks,

H.Wai


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