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To: jaytee who wrote (11948)	11/29/1999 9:41:00 PM
From: James F. Hopkins	Read Replies (1) \| Respond to of 14162

Hi Jaytee; I wouldn't doubt for a minute that MSFT has some CMGI but for academic purposes lets put taht into some perspective. MSFT is over 10 times larger than CPQ. CPQ owns 17% of CMGI...for MSFT to own enough CMGI to effect her the way it does CPQ, then MSFT would have to own 170%...<G> --------------- In other words if they both owned the same amount the amount owned by CPQ means 10 times more to her bottom line than it would to MSFT. ----------------- End of academic part, but being I have a position in CPQ here is the Spam part I don't know how much MSFT has but I doubt it's anything like 17%. In fact CPQ owns more of CMGI that the TOP 10 institutional investors all put together, and she got that by turning over 83% of Alta Vista to CMGI..she still owns the rest of Alta Vista and before long CMGI is going to take Alta Vista public at that point CPQ will benefit from both from the gain CMGI makes as well as her own part of Alta Vista. ---------------- MSFT is a good company and holds dominance over the moves in the NDX however with the size of her market Cap she would have a hard time making a double..on the other hand CPQ can do it and still not have a "huge cap". CPQ has been beat down but those who abandoned her have no real Computerese experance..I use to build boxes and set up networks, & I know CPQ has some tricks up her sleeve and a lot going for her the bean counters don't have any idea about. I won't go into the details as I don't want to start technical arguments and when I start talking about the Alpha processors or net working every one and his brother wants to jump on it and it just eats up to much time. BUT give CPQ some time she will double, & maybe more, in short I think she has more upside potenual and in a shorter time frame than MSFT. Jim