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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (748)	3/12/1999 4:08:00 PM
From: Teflon	Respond to of 54805

Uncle Frank, Good to hear from you. I will be on this board for the long haul, that much I promise. I want to let a lot of this chatter about who belongs in which portfolio die down before I get back full time. I am more interested in discussing the established G&Ks, and don't want to spend too much time worrying why "this" company belongs in "that" portfolio. I think this is a very good entry point for CPQ for the long haul. I believe in their management and believe they understand where they must drive their business in the future. Much like Mr. Dell, though their ability to execute needs to improve. But I do believe the analysts have done a number on CPQ for many reasons, some of which has to do with their historical behavior. That stuff (the channel stuffing I mean) the market does not forget easily, so I think this was an easy call for the street to make. Look forward to the discussions on this one in the future. Teflon