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Technology Stocks : Compaq

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To: joel3 who wrote (64377)6/29/1999 4:09:00 PM
From: JSI  Read Replies (1) of 97611
 
<<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. >>

I disagree. Now that CMGI is a majority stakeholder in AV, and Compaq a minority stakeholder in CMGI, the two companies are forever intertwined (at least 'till one sells off their position) :-).

Point is, Compaq is large hardware builder/provider. Many, many, many people look at a Compaq keyboard everyday, in fact I'm typing on one right now. If CMGI is able to get Compaq to create a direct link from a Compaq keyboard to any number of CMGI's Internet Ventures, I'd say that's enough of a vested interest in helping Compaq succeed.

IMHO,

JSI
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