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Technology Stocks : Compaq
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To: NickSE who wrote (26873)5/31/1998 2:39:00 PM
From: Eddie Kim   of 97611
 
I agree with what you say; however:

1)Internet stocks are hot NOW, and Compaq might make more money now then it can in ten years with AV.

2)It will take years for these internet stocks to actually make any real money. Remember, all these companies are losing money as of now.

3)IF AV goes public, Compaq might own a large amount of the shares.

4)By the end of this year there will be seven internet/search/portal companies. That's a lot, and chances are only 3 or 4 will be around in five years. I'm willing to bet Yahoo, Excite and Microsoft will be around. The rest will be bought out (more $$$ for us shareholders). I hear Infoseek will be bought out soon.
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