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Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: American Spirit who wrote (64047)	6/24/1999 7:27:00 AM
From: QuentR	Read Replies (1) \| Respond to of 97611

Maybe CPQ will BUY DELL! If you can't beat it buy it! That's the Bill Gates philosophy. It works. jajajajajajajajajajajajajajajajajajaja. Q

To: American Spirit who wrote (64047)	6/24/1999 11:38:00 AM
From: Windseye	Respond to of 97611

CPQ's ability to make wise investment decisions is totally unproven... either in purchasing related techincal companies or in horizontal growth areas. At this point CMGI remains a risky biz in that 2 bil plus in their stock is not the same as cash. CMGI may "seem" like it has a leg up on other synergistically built companies but it is still taking a remote seat to the likes of Yahoo and AOL on the internet bus. It seems that the most important distinction among internet companies which differentiates them in long term valuation is how they benefit from the increased enrollment and hit rate. If each person's presence adds new utility or value to the portal/service (eg., each person on ICQ adds to its value as "an easy way to chat-communicate with others" ), whereas each new person who signs up as a member on AV doesn't add to AV's value, except indirectly as that person may add value to an AV forum. Each new person on SI adds value to the sum total of "apperceptive mass of intelligence" therefore as more people sign on more value is added. CMGI offers "some" of this value with its investment in part of the Ancestory web site, and I imagine it's into some other similar businesses, but to evaluate how much overall value is contribueted by adding members we need to know what the specific vegetables in the stew really are. All in all I don't trust CPQ now to either develop a creative solution using AV, Shopping, ZIp2, nor trust it to sell for reasonably sound terms to CMGI, nor right now to buy an additional hardware company that will save its butt. If it has a dynamite hand held and/or tv set top box, or some all purpose combo including cell phone I'd be a lot more enthusiastic; meanwhile I bought high today, and am watching it sink out of sight... arrrggghhhh! Doug