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Technology Stocks : Compaq
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To: rupert1 who wrote (73251)12/6/1999 5:11:00 AM
From: Joseph Pareti  Read Replies (1) of 97611
 
Re :Alta Vista could have come to market this Fall, it could have raised the same amount of money it will raise in its CMGI enhanced version this coming Spring, the prospect would have saved the COMPAQ stock price from descending to $18 or even the low $20's

in other words a search engine is the thing that makes or breaks a multi B$ company? I fail to see this (no yhoo stocks or yhoo-garbage-like ones in my portfolio please...)
What's the big deal around a piece of software that you can get for free or almost. Just like i don't buy the idea that palm is rescuing 3com. Nor that linux will displace M$FT anywhere near being significant.

But of course these days the .com effect is much sexier than p&l stuff.
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