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Technology Stocks : Compaq

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To: rupert1 who wrote (73019)12/2/1999 9:24:00 AM
From: MeDroogies  Read Replies (2) of 97611
 
Victor, I think I can answer that (since it's the business I work in). AV isn't part of CPQ's core competency. It's a media business. It is highly unlikely that CPQ could have managed it well (it's got serious problems now, as it is). As an example, look at AT&T and @Home....AT&T is preparing to spin it off.
Content provision and management is a difficult business, and if you aren't familiar with it, it can cost you more than you'll make.
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