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To: James Clarke who wrote (6886)	4/22/1999 1:12:00 AM
From: jeffbas	Respond to of 78497

Jim, on CPU, why do you say hold for at least 6 months? Are you saying it might be dead money for that long (and therefore should not be considered for new money)? What is something good that might happen - some Internet spinoff IPO type of thing? I am considering buying it, but have a somewhat negative bias, particularly since the price paid for the Computer City purchase probably means that the $90 million good will is worthless and mgmt is of questionable quality? Your or Mike's comments would be appreciated.