Compaq Message Board - Msg: 12192026

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Technology Stocks : Compaq

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To: rupert1 who wrote (73251)	12/5/1999 11:24:00 AM
From: rudedog	Read Replies (3) of 97611

victor - My opinion is that CPQ needs to leverage the internet content providers and be a service company and infrastructure provider. If they had kept AV and tried to develop it, they would have been placing a bet that their approach to that market would succeed - since by owning AV, they pretty much eliminated partnership deals with anyone else in that space. By selling AV to CMGI, they get preferential deals with one of the strong brands, but still are able to attract and support a range of other partnerships. The future for CPQ will be in providing enabling technology, not in providing the end user internet services. In that context, AV would have been a millstone. I think your analysis is penny wise and pound foolish...

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