Compaq Message Board - Msg: 2762128

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Technology Stocks : Compaq

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To: Tim Bagwell who wrote (9141)	11/18/1997 10:20:00 PM
From: Tom Aellis	Read Replies (1) of 97611

Tim, the example of TelMed is realtime via IP over ATM backbone. I do agree that we are not ready for the IP/TV at home. However it does have a large calling in the corporate world. I believe, that the corporate world "paved" the way for this internet explosion we now have. I also believe that it is this same explosion that drove the PC to the home at affordable prices. While DELL is meeting the demand, CPQ is creating it. While I do not make a habit of shorting stocks, I can't help wondering that PictureTel could be hurt by a IP/TV. (Again, in the corporate enviroment) Could the new CPQ PC/TV take over that market? MBONE over IP allows for a quad, or point to multi-point conference. Rgds

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