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.
Strategies & Market Trends : Trader J's Inner Circle -- Ignore unavailable to you. Want to Upgrade?


To: Trader J who wrote (12815)4/18/1999 7:31:00 PM
From: American Spirit  Read Replies (1) | Respond to of 56537
 
CPQ still has big problems to answer but it's a good start.
Whatever CPQ does now, this news will relieve some of the bad vibes in the tech sector now. CPQ is so big it weighed techs down with its bad news even though other companies are doing just fine.

This should help ORACLE, COMS, IFMX and other unfairly maligned techs which have fallen from favor. Look into these three and others of their ilk, I recommend. Little risk and a lot of room to move upward. Also look at AFCI which just replaced its CEO with a dynamic new guy who's bringing in large new deals.

As for CPQ, a longer term buy/hold in the low 20's if you're the patient type. They have a lot of cash, Alta Vista and they will evolve. But the big funds may wait to purchase until they see what's really going on and how bad the problems really are.