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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (48256)	2/16/1999 6:55:00 AM
From: rupert1	Read Replies (2) of 97611

Questions. E-P says, traditional model of business is fundamentally changing because of the internet. We must be involved. He refers again to the "free" offers and extremely low-cost offers through the internet. Nothing is free and we will see how far they will go. Q. Encryption? A. Trying to accommodate demands of governments in Europe. Q. About new products A. Lots of new appliances. Q. Networking A. We need it. Q. Internet stock prices? A. Revolution which is changing the world. Can't use the metrics of what we are used to with the future value. Like the PC when it came it created new comapnies a new industry. That was nothing comapred with what is happening with the Internet. The leader in that field wll be enornmously creative in new ways of doing everything. They need a completly different valuation. They are not about earnings, but a jokeying for position. Who will be the leader of the Internet area - thats what matters. Who will be the new Microsoft. That is oen of the reasons that COMPAQ is one of the few major corporations that has made a major investments and is planning to do more. END OF QUESTIONS

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