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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (46530)	2/11/1999 9:29:00 AM
From: gbh	Read Replies (1) \| Respond to of 132070

Earlie, this is getting a little redundant. Haven't we been through this before? Every time I quote a new bit of "positive" news, even if it is "spewed by the touts", you bring up last year. Well, everyone knows last year sucked. Wall Street always looks forward and makes bets accordingly. Sometimes they get blind-sided like last year and the company gets hammered. In the case of CPQ, it didn't last as long as you and Mike would have liked (forever????), but people reassess, and move on. Now, the forward view is again relatively positive, but does that guarantee stellar performance? Of course not. CPQ will be back at 25 if the same thing happens again. I think they no that as well as anyone. As far as "shaping up well" being interpreted as "just about anything", well i can be pretty certain that it doesn't mean "shaping up poorly" <g>. Re: Services. Lower margin than PC hardware? Better check those numbers again. And services most definitely do generate cash. And yes, they do provide ample room for some "revenue smoothing". That's why CPQ and IBM love this business. Of course, a bear will dislike it because it makes your assessing all the more difficult. Perhaps time to move on to easier pickings??<g>. And lawsuits? Companies are at risk for just about everything they do. This is no different. But I only know of the one EDS/Xerox thing? What "lots" are you referring to? Re:GTW CPQ revs. Revs should be up based on unit expansion coupled with share gains at all the big 5. Industry wide? I don't really care. That "other" piece of 57% is what intrigues me. Low hanging fruit... Gary