Compaq Message Board - Msg: 12783718

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Technology Stocks : Compaq

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To: MeDroogies who wrote (77497)	2/4/2000 8:10:00 PM
From: rudedog	Read Replies (1) of 97611

MeD - I agree with your position - the potential value of an AV IPO by CPQ was pure speculation, and depended on a lot of things that CPQ was not very good at - CPQ has never done an IPO (except themselves). Digital had already screwed up AV - they originally planned on taking it public themselves in 1997 and when that fell through, many of the people who had created AV in the first place bailed out... instead of the rosy scenarios being painted, what if CPQ had a party and nobody came? Then they have a property that they had sunk nearly $500M into, and that was costing them $400M a year, which might have a market cap under $1B... better a bird in the hand than two in the bush... The part of Victor's argument that I like is that CPQ's pretensions to be an internet company were somewhat dimmed as a result of their admission that they couldn't deal with AV - that may be reality but it does call into question their ability to move at internet speed. I would say that performance in mid '99 showed that they could hardly move at ANY speed, let alone internet speed.

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