Compaq Message Board - Msg: 10600832

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Technology Stocks : Compaq

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To: Captain Jack who wrote (65403)	7/21/1999 4:05:00 PM
From: trouthead	Read Replies (1) of 97611

The market does not disagree, it says that AV is such a small part of CPQ to be inconsequential. The reason that other portal companies have had such quick runs is they are small. CPQ is huge. Even YHOO's market cap is still only a small portion of CPQ. AV is not big enough to move the PIG because the PIG is really an Elephant. Hellman is not going to move the PIG either. At least not yet. The only CEO news that would have moved CPQ is if they hired someone with the cachet of an Armstrong at T. Well that isn't available. Hellman will move the stock if he comes in and makes moves that are percieved as smart, forward looking and ass kicking. Right now he is an unknown. We shall wait and see. jb

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