Compaq Message Board - Msg: 7529397

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Technology Stocks : Compaq

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To: rupert1 who wrote (45822)	1/28/1999 10:21:00 AM
From: csm	Read Replies (3) of 97611

>>"But others believe that an AltaVista offering could make Compaq a more dangerous play. Lou Mazzucchelli of Gerard, Klauer, Mattison says that by selling a portion of AltaVista shares and keeping the rest, Compaq might put its non-Internet units in compromising situations. "If you're an AltaVista competitor and you're using Compaq servers, maybe you'll buy Sun [Microsystems (SUNW)] servers," he explains"<< Victor, I for one found this statement really strange. It suggests that if Alta Vista were developed in-house and CPQ kept 100% of it, that competitors would be more likely to buy CPQ than if it held only a portion of AV. Strange logic to me. Stuart.

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