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Technology Stocks : America On-Line (AOL)
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To: Dr. David Gleitman who wrote (36946)1/10/2000 5:21:00 PM
From: SLSUSMA  Read Replies (1) of 41369
 
I think there were a lot more than just the Digital Merger that hosed CPQ. EP wasn't exactly a stellar CEO and CPQ made a lot of bad moves outside of the DEC deal. I remember CPQ well and remembered bailing out in the mid $30's before it tanked to the low $20's. I did not buy into DEC because CPQ-DEC was not a company that I wanted to own.

However, I think AOL-TWX is a company worth owning long term and that is why I made the move to sell AOL and buy TWX today. Turns out I sold AOL higher than the close and bought TWX lower than the close (though not by much). Worked out in the deal itself and especially in the $6k in capital I was able to free up.
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