SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: gc who wrote (116195)4/11/1999 11:10:00 AM
From: BGR  Read Replies (1) | Respond to of 176387
 
gc,

IMHO, The main problem with CPQ (company specific issues) is 3-fold:

1. Management integrity is in question because of the way the earnings miss came out. This, in general, is a biggie.

2. Business model. If a 3% revenue miss leads to a 50% earnings miss, that's worrisome.

3. Recent loss of market share.

-BGR.



To: gc who wrote (116195)4/11/1999 11:32:00 AM
From: Mohan Marette  Read Replies (2) | Respond to of 176387
 
<deleted>



To: gc who wrote (116195)4/11/1999 1:25:00 PM
From: Uncle Frank  Read Replies (1) | Respond to of 176387
 
>>I'm buying CPQ on Monday!

I'm sure you'll find plenty of folks willing to sell you their stock.

If you buy on Monday, it may be one of the worst decisions of your investment career. Wait till it bottoms out (in the teens) after their earnings report.

jmho,
Frank



To: gc who wrote (116195)4/11/1999 1:27:00 PM
From: Bretsky  Respond to of 176387
 
I pity anyone who buys CPQ on Monday.


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News