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Technology Stocks : Compaq
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To: Jim McMannis who wrote (65604)7/23/1999 2:54:00 PM
From: rudedog  Read Replies (3) of 97611
 
Let's see... at best, I might have gotten 1 share of AV for every 30 or 40 shares of CPQ. So maybe a 2% value... somehow that does not seem compelling. I would rather see them recover some of the price lost since January.

The value of the CMGI deal is in the relationship, not ownership of CMGI.

I bought some CMGI last fall - it's been a tolerably good investment.
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