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Non-Tech : CompUSA (CPU) -- Ignore unavailable to you. Want to Upgrade?

To: Hank who wrote (1704)	3/17/1999 9:29:00 AM
From: michael liu	Respond to of 3187

BBY buying CPU is now officially making sense. BBY has $10B market cap and 2nd place in the sector. Its growth vs. P/E is out of balance. CPU has a lot of problem, but i don't think that they are very in trouble in term of normal busniss, not for its stock price. If BBY makes a sweet bid, it will own more than half of revenue for the entire sector. Plus, I do trust BBY's management can turn CPU around and make it grow. Anyway, if BBY won't take over CPU by its share swap, its stock will go down. Michael