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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: Tom M who wrote (23180)	8/4/1998 1:18:00 PM
From: James F. Hopkins	Respond to of 94695

Hi Tom; Well CPQ got way oversold at her low point, at least relative to the Dell and Gateway. I was in and out of CPQ , and did OK , but sold to soon. ---------------- Things to watch for as the smoke clears is BIG NAME companies that take "big hits," particularly if the market is moving up. In the last year T , MCIC, ORCL , DANKA, CPQ all took hits that put them oversold big time in respect to their peers, the Big Name Cos will almost always bounce back. I didn't include Sunbeam , as that hot shot they brought in to fix her to start with, just got the price up. But he gutted the company with layoffs of skilled workers at the worst time in history to lose a skilled work force. Shot term bean counters that think cutting skilled workers will revive the company generally ruin it for years to come. ---------- Jim