victor,
<Finally, if you think COMPAQ needed to sell AV to survive ....>
'survive' is the wrong word .... FOCUS & REFOCUS on its core business and new initiatives and cost-cutting was more important. And yes, Rosen was probably the major force pushing for the sale ... Rosen, as I believe you, me, others and WS have said is an astute investor ... therefore, look at the sale as an investment rather than a lost opportunity. Just a different kind of opportunity than you envisioned for CPQ and us shareholders.
It's getting more obvious that WS and reporting restrictions has NOT allowed this investment to be anything more than a line item asset rather than a true shareholder/earnings benefit.
Yet, there are numerous powerful ways for this investment to payoff BIGtime for us shareholders .... it just hasn't happened as yet. My belief is that is WILL happen !! When ? ... hopefully in 2000.
To this potentially positive end, I still keep the faith.
victor, nonetheless your points are well taken, well thought out and appreciated
Michael |
