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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (20321)4/11/1999 10:38:00 PM
From: t2  Read Replies (2) | Respond to of 74651
 
Frank, Good for you on getting those puts on CPQ. Two companies that I have wanted to short or buy puts on were Oracle and Compaq. My timing was just too soon. Experimented with Oracle puts a year or so ago with no results---kinda like dead money. I then went to a "don't like 'em--don't buy 'em strategy" and just ignored the two. Stayed long in my favorites.
This was the year for that approach to work on both companies.

Hope you make a lot of money on your puts-----so much so that I can buy the shares real cheap and flip them in a day or so.



To: Uncle Frank who wrote (20321)4/12/1999 12:32:00 AM
From: ed  Respond to of 74651
 
So, CPQ missed 5% in revenue, i.e (.5B / 9.7B) * 100% = 5.15%.

What percentage the price of PC has dropped in the past one year ? I think it is more than 5%. So, the shipment of units is not in a short fall. Just the profit got thinner, and the unit price got lower which made both the profit and revenue short fall.


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