Compaq Message Board - Msg: 12786461

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Technology Stocks : Compaq

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To: Captain Jack who wrote (77499)	2/5/2000 12:20:00 PM
From: James Calladine	Read Replies (2) of 97611

ALTA VISTA: I agree with you--it IS a dead issue. CPQ did what they did and it remains to be seen whether it was a good or bad idea. My view remains that CMGI is better able to exploit this than CPQ; that CPQ will fare better, Internet-wise, by its affiliations and potential tie-ins with operations in the CMGI stable. Moreover, Alta Vista is being focused as the portal tied to the FREE INTERNET services offered. That should build Alta Vista traffic measurably. CPQ has enough on its plate in digesting DEC, competing with Dell, developing DEC's 64 bit processors, cooperating with AMD while keeping INTC and so on. Maybe incorporating Transmeta processors in the product line! Imagine what other challenges would be involved if it merged with HP? I think they did the right thing with AV, for the simple reason that there is just so much that a given management group can do--particularly at a time when a massive turnaround is called for. Best wishes, Jim

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