Bill Wexler's Dog Pound Message Board

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Non-Tech : Bill Wexler's Dog Pound

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Nov 10 3:59 PM EST

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To: Bill Wexler who wrote (36)	3/5/1999 11:51:00 AM
From: Marconi	Read Replies (1) of 10293

Hello Mr. Wexler: CPU has not strongly indicated how to improve digesting the Computer City acquisition nor how well it is actually going. My impression is its stuck in their throat yet. Do you think they have a sharp management team that can manage the assets once they get a grip on them? CPU has the cash on hand to weather a few lossy quarters well, and if management can tighten up underperforming areas and further strengthen some stronger areas, I would think they have a fair shot at restoring at least a percentage or two at the aggregate margin, which would make a big difference in earnings. Your timing may be in flames at this time, but is the soul of the business there? Or would you advocate waiting for management to prove itself by establishing favorable trends for at least 3 quarters before taking it as real? Best regards, m

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