Compaq Message Board - Msg: 10241964

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Technology Stocks : Compaq

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To: Ada Marie who wrote (64001)	6/23/1999 2:27:00 PM
From: Ada Marie	Read Replies (1) of 97611

Report on CNBC "Street Signs"...Steve Frank reported the following: - Deal might be announced by the end of the week. - Sale will be north of 2 Billion...but closer to 2 Billion - 2+ Billion will be paid with CMGI stock Responses from analysts he contacted ranged from neutral to positive - the deal is safer than spinning off AltaVista since their is a declining interest in Internet IPO's - Kumar stated that he thought there were positive strategic benefits Maria noted that she spoke to an analyst who was negative on the deal - the analyst said that AltaVista generated 3 million for CPQ and felt this sale was a mistake

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