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Technology Stocks : Compaq

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To: rudedog who wrote (70703)11/1/1999 11:18:00 AM
From: Windseye  Read Replies (2) of 97611
 
Rude,
No one has said it blatantly but I wonder if the sale of AV (and Shopping.com) to CMGI was done precisely to offset the charges for restructuring? Because this was done in the 3rd qtr, along with improvements and further reductions, it lends support to the idea that it was part of a careful orchestration of the turn around by Capellas and company.

Doug
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