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

To: Elwood P. Dowd who wrote (64376)	6/29/1999 2:46:00 PM
From: joel3	Read Replies (1) \| Respond to of 97611

My take on the AV deal... Overall, I am neutral. I invested in Compaq when they were gathering valuable internet-related assets. I thought that they would lead this company successfully into this arena. I was wrong. They didn't seem to put together any kind of plan. Time continued to pass. Now, they have sold-off their most valuable internet-related asset for a strategic partnership with one of the more successful internet companies. Is this useful? Are they going to come up with a plan this time? I do not believe that CMGI is going to hand them the plan. After all, CMGI does not have a vested interest in seeing Compaq succeed. In fact, this deal may limit some of CMGI's potential. The Compaq management, not yet named, must generate the plan. In short, I want to see Compaq's plan to leverage their relationship with CMGI. (IT NEEDS TO BE BIG!) Joel

To: Elwood P. Dowd who wrote (64376)	6/29/1999 2:59:00 PM
From: Night Writer	Read Replies (1) \| Respond to of 97611

El, Up 7/8 on 12 million shares ain't bad. We could use a month of days like this. Next we get a CEO. That should be worth a few points. Then the CEO sets a direction. Another few points. Then we make a little money the third quarter. Another point. A decent fourth quarter. Makes a couple of points. Survive the first quarter. Make money the second quarter, and the stock starts moving. Make money the third quarter, and get some real positive attention. Blow the estimates away fourth quarter 2001 and we are seeing $50++ stock price. At that point comes the hard part. Sell or hold for increased gains. NW