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Technology Stocks : Dell Technologies Inc.
DELL 133.78-0.1%Nov 14 9:30 AM EST

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To: Ashley Campbell who wrote (96839)2/10/1999 12:25:00 PM
From: Mohan Marette  Read Replies (2) of 176387
 
<Daily Tish> Compaq.com,boy that is a good one.You can use laugh can't you?

I sold PER in two batches,one 2 or 3 days after the IPO debut then the rest a few days later before the bloodbath.Got lucky I suppose

Now read this article if you want a good laugh,this Tish woman is hoot I tell-ya.

she says about Compaq's dot com venture:-

"...Now it wants to jump into e-commerce in a big way. AltaVista, Shopping.com and the future home of Compaq's online sales numbers.

Well, honey, it just doesn't work that way--even though it did a year ago....

=============================

Once-hip Compaq Lames Out
February 01, 1999

Compaq.com. That's a good one. Dell just wet its Joe Boxers over that one. So did I.

Compaq is delirious, suffering from the extended shock of its merger. Not that it isn't encouraging to see the successful survival of the Siamese twins of Compaq's PC juggernaut connected at the conservative, backward-thinking portion of the brain with DEC's service and support behemoth. But to suddenly be asked to think of Compaq as an Internet-savvy company?

News flash: Madonna is now a severe Gothic, black-haired raven. Fear her wrath. Go back to your busses, hippie weirdos, that was last year. This year it's all bitch, all the time. Oom-shaka-laka elsewhere.

I hope their publicists believe them. Compaq wants to be an Internet company, so it buys Shopping.com, spins off AltaVista and gets ready to head into IPO hipdom. Like piercing your septum so the cool kids will offer to provide you with free emotional torment for your entire high-school career, "turning" Internet is more foolish than wise.

Without a doubt, Compaq needs to realign its sales process for the Internet to mimic Dell's. Just like it was made to snap into step just in time by Dell's inventory streamlining. It would've been stuffing 66MHz machines into the channel while Dell was preloading Windows 2000 on $5 laptops.

A girl can dream.

But the company got its shwerve on over the Internet a full year after it picked up DEC, despite the daily acceleration of Net stocks' perceived importance, Amazon.com's stock price and Dell's online-generated revenues. I understand that it had people to fire, businesses to take out back and kill, and First Call benchmarks to pile-drive.

Meanwhile, AltaVista withered away into nothing. Right now it could be a fully functional content Heather, color-coordinating the most popular features of the Net into a catty uber-cheerleader dating the big traders on Wall Street. It could have serious backseat experience with the trendiest e-commerce names on the Net. Compaq.com could've been a combination of ZDNet's Computer Shopper technology and News.com's computer-based news, all directly zapping into Compaq's build-your-own-$700-computer store.

Instead, it bought the AltaVista URL. Forward-thinking, I tell you.

Now it wants to jump into e-commerce in a big way. AltaVista, Shopping.com and the future home of Compaq's online sales numbers. Well, honey, it just doesn't work that way--even though it did a year ago. Now Compaq will have to polish the AltaVista name, advertise the profit out of its quarter to drive consumer recognition and try to outdo its content rivals from a flat-footed start.

No, those cinder-block-looking platform sneakers won't help, you slut.

No doubt, Compaq.com is a fashion must. But from a company that was so smooth on the scene, grooving with clone PCs back when IBM spun the disco ball, now Compaq is dressing in pleated wool gabardine separates from Talbots. It couldn't find cool with its own low-Earth-orbiting satellite system.

I appreciate the effort, but it's toe up, I say. Compaq? It's, like, so 1987.

Tish Williams is senior writer/editor at UPSIDE.
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