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To: rupert1 who wrote (75273)	1/6/2000 10:19:00 AM
From: PCSS	Respond to of 97611

victor, Thanks, good thinking, good thoughts Michael

To: rupert1 who wrote (75273)	1/6/2000 10:23:00 AM
From: Captain Jack	Read Replies (1) \| Respond to of 97611

vic-- announcing a tracking stock of the holdings would put NWs target of 50 on the board in 2 days. There are many that would like a piece of that but would not buy a "boxmaker" in general or CPQ specifically. Looks to be something the mutual funds would like to ride also..

To: rupert1 who wrote (75273)	1/6/2000 10:24:00 AM
From: rudedog	Read Replies (1) \| Respond to of 97611

Victor - I generally agree with your thoughts on AV but you have one misconception which I would like to discuss - once the IPO happens, there are no "CMGI shares" or "CPQ shares" only AV shares. It looks to me like CMGI plans to float about 10% of the shares. I would expect them to do this through a new offering although they could simply sell some of their shares. But in either event, ALL of the shares will be potentially marketable at whatever the current price is, including CPQ's holdings. That of course does not address the issue of the restriction on sales of the CPQ shares - but CMGI will be under similar restrictions regarding their own shares for a while after the IPO.

To: rupert1 who wrote (75273)	1/6/2000 10:41:00 AM
From: Elwood P. Dowd	Read Replies (2) \| Respond to of 97611

the following post is from the AV thread and may provide a good place for you to register your thoughts. ............................ o: gizelle otero (0 ) From: baney Thursday, Jan 6 2000 1:29AM ET Reply # of 9 For your info: CEO David Wetherell is posting answers to questions submitted to him on the CMGI Raging Bull thread. He monitors the thread regularly and responded to comments I made within a few minutes of my posting them. This is an extraordinary opportunity to hear what he is thinking in his own words...no other CEO is participating on a stock message board like this. Do monitor that board to hear his thinking. Said he plans to continue the DSP program despite the costs and headaches to investor relations by complaints of those who end up disappointed when they don't get shares.