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Technology Stocks : Compaq
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To: Jim McMannis who wrote (77464)2/4/2000 6:19:00 PM
From: MeDroogies  Read Replies (1) of 97611
 
Jim, it isn't really a question of whether they could figure it out or not...it's a question of was it a good time to do it or could they get more at that point using it as leverage for other things.
The reality is that spinning it off would have gotten them little at the time. Spinning it off now will get CMGI little (in a business sense) because AV isn't a premiere portal. It is, at best, 4th behind AOL/MSN/Yahoo...probably 5th or 6th behind @home and About. Also, portals haven't been faring all that well lately (see ASKJ).
That said, the timing WAS better when CPQ owned AV. However, I think they got ALOT more by selling it to CMGI. Would you rather that CPQ owned 100% AV shares or CMGI AND AV shares? Obviously, the rear view window will make the latter look much more lucrative.
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