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Strategies & Market Trends : LastShadow's Position Trading -- Ignore unavailable to you. Want to Upgrade?

To: LastShadow who wrote (6784)	1/20/1999 10:06:00 AM
From: SteveDavis	Respond to of 43080

LS, Good point. I am not sure that CPQ didn't just stumble into the net with the AltaVista site. When they purchased Digital no mention of that was ever made that I am aware of. Also, I think DELL would be reluctant to change the all time winning strategy of the late "90s. As long as Michael runs the company I don't know if they would expand direction? CPQ being run by a board as opposed to the founder I think makes a big difference. Also, CPQ is playing catchup and thus has to be more inventive. I bought 1000 shares on the original IPO of CPQ at $12 and sold them when they got to $28 and laughed all the way to the bank. I then quit laughing when they passed $100 per share later on. Live and learn. Steve Davis