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To: Chuzzlewit who wrote (122540)	5/5/1999 5:12:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

<<Amazing how acute hindsight can be with some of these analysts. What were they saying in December? Now just how much do these guys get paid?>> Chuzz: I totally agree...Many of the ANALysts are biased and maybe even in bed with CPQ. It would have been nice for their clients if they had leveled with them (and told the truth) many months ago. Its amazing to me that Rosen is still Chairman. I'm surprised large shareholders haven't pressured him to move on. He claims the CPQ strategy is sound but the execution is bad....Hello....I think most independent observers (and former employees) will admit that the strategy is flawed. It does payoff when you invest in TOP QUALITY management. IMHO, all successful Growth Funds should liquidate the rest of their CPQ holdings ASAP and buy more DELL. It couldn't be easier <gg>..!! Focus on THE BEST prospects in each field and FORGET the rest. Look at the Janus 20 Fund and how they have outperformed virtually every other large Growth Fund. Do they fool around with CPQ -- no -- it wouldn't come close to meeting their strict performance requirements. Follow the BIG money and the SMART money. Its an interesting exercise. Best Regards, Scott

To: Chuzzlewit who wrote (122540)	5/5/1999 5:40:00 PM
From: Alohal	Read Replies (2) \| Respond to of 176387

Chuzz, <<Amazing how acute hindsight can be with some of these analysts. What were they saying in December? Now just how much do these guys get paid?>> Well at least some of them eventually get it. But in all fairness to them, most of us on this and other threads do have a serious advantage over most analysts. The main advantage is that what we have at stake is OUR MONEY, whereas they have just to please their bosses, not screw up too badly and from time to time make an impressive call on a stock or a sector. Also, most of the folks on this and other thread usually don't follow more than 6-10 stocks at any one time and we freely share what we learn about the companies, whereas the analysts undoubtedly follow not only many more stocks but usually multiple industries in multiple sectors. Sure, they are supposed to be the experts, but most folks are smart enough to educate themselves thoroughly about the companies in which they invest their own money. Of course there are those who, though smart enough, are too lazy to do the work required to make reasoned and intelligent decisions. (I like to think it is their money that we are taking off the table as our profits <ggg>!) BTW thanks for the posts on CNPEG/CNPEG2, I'm sure I'll have some questions for you when I have some time to run your calculations against some equities I follow. Today was a dream come true for a fearless day-trader, no?!! Regards and aloha.