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To: Elwood P. Dowd who wrote (49453)	2/24/1999 1:35:00 PM
From: rupert1	Respond to of 97611

El: Unless someone writes a book on it - I don't know how we will ever know the why's and wherefore's of the AV announcement. Somebody fed Faber the story about an imminent AV spin-off allied with a TimeWarner partnership. It wasn't CPQ, because Faber got the CPQ version of the story wrong. Once the essence of the story was out - that there was to be a spin-off, then CPQ had to do something or be plagued every day with rumours and questions. So it said, we already have a partnership with Time Warner, we may or may not develop that, but not if TW wants a lot of the equity in AV, so we are looking at a number of other potential partnrships and options. Meanwhile, we cannot deny that we will spin-off AV, we will, but we have not got it ready yet. Part of the getting it ready will be to develop content, possibly with TW possibly through acquistions.