Compaq Message Board - Msg: 10318277

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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (64376)	6/29/1999 2:46:00 PM
From: joel3	Read Replies (1) of 97611

My take on the AV deal... Overall, I am neutral. I invested in Compaq when they were gathering valuable internet-related assets. I thought that they would lead this company successfully into this arena. I was wrong. They didn't seem to put together any kind of plan. Time continued to pass. Now, they have sold-off their most valuable internet-related asset for a strategic partnership with one of the more successful internet companies. Is this useful? Are they going to come up with a plan this time? I do not believe that CMGI is going to hand them the plan. After all, CMGI does not have a vested interest in seeing Compaq succeed. In fact, this deal may limit some of CMGI's potential. The Compaq management, not yet named, must generate the plan. In short, I want to see Compaq's plan to leverage their relationship with CMGI. (IT NEEDS TO BE BIG!) Joel

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