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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: Captain Jack who wrote (74066)12/17/1999 11:29:00 PM
From: Elwood P. Dowd  Read Replies (2) | Respond to of 97611
 
Capt.... I get a kick out of you and victor. You have been talking for weeks, perhaps even months about selling 1/2 of your CPQ this year. When you had the chance 3-4 weeks ago to get out @ nearly 28, you turned bullish and couldn't bring yourself to pull the trigger. victor buys it at 41, sells it at 24, buys it back in the low 20's(which may even have been after the sale of AV, though I'm not certain), then complains bitterly about Rosen, MC, AV, etc., and then buys another 2000 shares @ 25 15/16 about a week ago, as I recall, while continuing to badmouth the company strategy. I guess we all have our ways of getting through this mess! Mine, of course, was to hold it all the way up and all the way down, which wasn't too cool, either. Oh well, the ESPN boxing event and Red Stripe beer tonite is very goooooood! jajajajajajajjaja El



To: Captain Jack who wrote (74066)12/17/1999 11:35:00 PM
From: MeDroogies  Read Replies (2) | Respond to of 97611
 
To be honest, it was one of the better decisions they made. They'd never have made as much taking AV public on their own....CMGI gives it cachet. AV is a dying product, and CPQ got a premium for it. Owning as much of CMGI as they do, they still benefit from the IPO.
AV isn't likely to survive the upcoming consolidation. It will either die, or be swallowed at less than a premium.


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