Compaq Message Board - Msg: 11381294

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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (67993)	9/28/1999 9:01:00 AM
From: PCSS	Read Replies (5) of 97611

From CPQInvestors contributor brian_cranston: CMGI plans to file for Altavista IPO in October, and hopes to have it happen in January. another reason to be bullish on CPQ in Jan. CPQ owns 17% of AV, and 18% of CMGI, which owns 83% of AV... 18% of 83% = 15%, so CPQ in effect owns 32% of AV. if AV IPO's at $5 billion (wild guess, but seems reasonable)... 32% of that is $1.6b 'unlocked' for CPQ. combined with seasonally strong Q4, benefits of the restructuring beginning to take effect, etc... the stars seem to be lining up. either the Jan 25's or Jan 22 1/2's are looking good. ADD to this the increase in mkt_cap value and imminent price rise of CPQ's share of CMGI as a whole and $$$$$ !! Michael

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