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Technology Stocks : Compaq
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To: JDN who wrote (48293)2/16/1999 9:20:00 AM
From: PCSS   of 97611
 
Getting a lot of CNBC visibility today with reagrd to (1) Faber/EP discussion on FRI about CPQ eating DELL's lunch, (2) closing of shopping.com deal, (3) agreement for ZIP2 ..... but no CNBC mention about the UK press meeting or any info from it.

CPQ NEEDS/MUST HAVE a MAJOR content partner ... Time/Warner would be great, NEWS Corp could be good too (EP now in UK - may be talking ?) ---- a FULL all-encompassing deal with a BIGGIE would really do it fo AV and CPQ in the most HUGEST way !!!!!!!

Michael
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