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Technology Stocks : Compaq
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To: Jim McMannis who wrote (77464)2/4/2000 9:18:00 AM
From: James Calladine  Read Replies (1) of 97611
 
ALTA VISTA:

Personal opinion: Alta Vista was a great asset, which, however was languishing relative to its portal competition.

CMGI has a much better idea of how to maximize Internet assets than any of the people at Alta Vista, DEC or CPQ
had.

To me it makes a great deal of sense to let somebody capable realize the value in an asset and make you rich IF
you don't have the capability yourself and don't have
the management time to build that capability.

You should not be so quick to judge CPQ stupid on this item.
It will ultimately pay off HUGELY.

Best wishes,
Jim
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