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

To: PCSS who wrote (74096)	12/18/1999 10:33:00 AM
From: rudedog	Read Replies (1) \| Respond to of 97611

Michael - As you probably know, I am way over on the other side on the AV issue. It looks like AV was losing about $100M a quarter or more - that is about .04 EPS - would have made the 3Q numbers look mighty ugly. CPQ did not have the culture or business structure to make AV successful. Their deal has already netted WAY more than even the most wild-eyed predictions last year - the only question is how to bring that value to investors. There are a lot of ways that could be done, and I like a lot of the suggestions we have seen - a tracking stock, a stock dividend, really anything which would link CPQ's shares in CMGI and AV to the CPQ shareholders. I think the only thing they can't do is actually sell the shares...