Compaq Message Board - Msg: 8837311

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Technology Stocks : Compaq

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To: JRI who wrote (56890)	4/11/1999 9:22:00 AM
From: Lynn	Read Replies (1) of 97611

John: >Either way, if EP and Mason knew about it before Friday, and did not tell (waiting a > few days) for whatever reason, I believe that would be against SEC rules (no?) > concerning timeliness. Compaq could have made an announcement earlier without breaking any SEC regulations according to what I was told by someone at CPQ's IR when I questioned them about quiet period restrictions a few weeks ago. I sure do hope CPQ makes some "'warm/fuzzy' comments about the future of enterprise/Alta Vista on Monday." Quite frankly, the only trump card I see holding right now is Alta Vista itself and CPQs plans regarding the IPO. Another, "We are buying," announcement to beef-up AV? No good right now. Lynn

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