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To: rudedog who wrote (84882)12/11/1998 11:20:00 AM
From: Voltaire  Respond to of 176387
 
Head fake on the DOW - Big boys way of not letting panic set in - should finish down around 110 for the day.

Voltaire



To: rudedog who wrote (84882)12/11/1998 11:21:00 AM
From: Sig  Read Replies (2) | Respond to of 176387
 
<<<CPQ just has to not screw up too badly. There is a huge difference in the likely outcome given that perception.>>
You do know that Radio Shack profit( or sales?) were down 19% after starting to handle CPQ's? . But its not so bad with the dividend upped to 0.02
vs 0.015 so I bought a call to participate in the updraft.
SES



To: rudedog who wrote (84882)12/11/1998 11:47:00 AM
From: BGR  Read Replies (2) | Respond to of 176387
 
Rudedog,

You write:

One indisputable fact that was correctly portrayed in the article is that the bar is much lower for CPQ than for DELL. DELL has no margin for error, they must execute perfectly. CPQ just has to not screw up too badly. There is a huge difference in the likely outcome given that perception.

That would hold true for the next year, indisputably. But will hold true for following years only if CPQ fails to execute in the next year.

-Apratim.


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