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To: rudedog who wrote (84024)12/7/1998 12:37:00 AM
From: VICTORIA GATE, MD  Read Replies (1) | Respond to of 176387
 
rudedog

re<that they could hit 50 in 1Q99. It seems possible that CPQ could even catch DELL in stock price somewhere in 1H99 >

Read post 83910

vg



To: rudedog who wrote (84024)12/7/1998 1:33:00 AM
From: jim kelley  Respond to of 176387
 
Dog,

I would be the last person to say that CPQ stock has not gone up.
Moreover, as CTC often says it is impossible to value a company precisely. However, it is clear to me that the main reason for the rise in CPQ stock price is the coordinated promotion of the stock. A lot of time, money and energy has gone in to getting the stock price up.

These promotions will fizzle if CPQ does not deliver the revenues and earnings. It is facing a lot of risks with its business model and long list of amendments. Most of those amendments have been failures. The jury is out on the rest of them.