To: Frank Ellis Morris who wrote (21745 ) 12/8/1998 12:06:00 AM From: Sonny McWilliams Respond to of 27012
Frank. I just wrote to Margaret about CPQ. I am always honestly saying what I think, right or wrong. gg. CPQ, just like LU, has moved unbelievable in the last cpl of days. I have been high on CPQ for a long time even though I have sold out on occasions when it looked like the techs were dipping. But I like E.Pfeiffer, or let's say my wife is partial to him because she thinks that German's have good business sense, gg. But kidding aside. I have watched him for a while and I like his talk and his walk. I know some do not share my opinion of him. But when it comes to business, most businesses do first what's good for the company and the shareholders. I think the digestion of DEC should be soon behind CPQ and the rumor that there may be a spinoff of Alta Vista, does not hurt either. And talk is that CPQ is doing well on sales. New target I have seen by a brokerage house is 62. I hope it will make it there by middle of next year. Of course, first comes earnings day again. And you know how that goes at times. I hope you are not getting margin fever. gg. If CPQ stays down in the morning I may buy some more myself along with another stock. That other stock is not for you. gg. Well, you could not stand it just buying 1oo shares of AOL at a time. But I think it will be alright. I did not check the opening. Did you buy it below where it ended? Good for you buying more Msft. It really went up later today. I have not gone in yet. It just keeps on going and I am pretty high with my margin, so I try to get lower priced stocks. But I could heed my own advice and just buy 50. I may have 150 when it splits again. Sonny