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To: puborectalis who wrote (51044)	7/17/1999 7:33:00 PM
From: Jeff Jordan	Respond to of 120523

IS THIS RUMOR CIRCULATING?.....CMGI/ AltaVista to buy out Lycos? story... stephen, I would be more interested in how this would impact Compaq if such rumors were true. I am still concerned about CPQ's long term operations even though sales are high. I thought I heard on the news yesterday...Michael Dell was quoted as saying a large computer maker may be going out of business this year...I haven't been able to confirm this story or find the source of these predictions or interviews. I was in another room when I heard the comments made on tv. But with my current interest in CPQ it caught my attention....unfortuneatly that's all I heard....I've done a limited search on the internet and have come up dry so far...maybe I should search Alta vista?<g> Speaking at Dell's annual shareholder meeting, Chairman Michael Dell predicted that one of the current top five computer makers would soon be forced out of the business. Ahh.....just found this... news.lycos.com He did not name the company he thought most likely to get out, but, as is his custom, took several jabs at troubled Texas rival Compaq Computer Corp . ''There are not, we believe, dramatic, fundamental changes going on in the industry. Prices have declined at fairly predictable levels similar to trends in other industries, and in this kind of environment the superior business model thrives and those without it flounder,'' said Dell, whose company is the king of direct sales to customers. Using a chart, Dell showed that Compaq's cost structure was ''about double'' that of Dell's, which is based in Round Rock, Texas near Austin. Jeff