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To: MeDroogies who wrote (74069)	12/17/1999 11:43:00 PM
From: Elwood P. Dowd	Respond to of 97611

MeDroogies... as I've said before, selling AV was the best decision they could have made. Allowed them to spend their time concentrating on the core business and thereby more able to successfully turn the company around in a timely fashion. Furthermore, the value in CMGI shares alone by this time next year should more than offset the $8 billion that they paid for DEC. And that will leave them realizing their AV holding, the $$$ rec'd in the DEC and CMGI deals as a windfall. El

To: MeDroogies who wrote (74069)	12/18/1999 1:09:00 AM
From: Captain Jack	Respond to of 97611

MeD-- <<"To be honest, it was one of the better decisions they made">> And they have made some pretty bad ones too.I no longer give a damn about AV. IMO CPQ screwed up big there as well as other areas. Water over the dam at this point. I strongly disagree. Granted they could not do AV justice,, they have not been able to do the core justice either. But someone with a little sense could have done a lot better than GIVING it to CMGI. Speaking of that-- look at CMGI move and all these great shares owned by CPQ. No one even wants to add any of that valuation in as it is questionable what CPQ will do with those shares,, wait until they fall, sell and do what with the cash? Had CPQ IPOed AV they would have had the cash and had use of it and AV services for their purposes. Now they have some wonderful stock that no one will value in...