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

To: Jim McMannis who wrote (65395)	7/21/1999 2:39:00 PM
From: TechMkt	Read Replies (3) \| Respond to of 97611

Jim, I am not a frequent contributer to the CPQ thread. In fact, I am a self-proclaimed DELLhead. However, I agree with you 100% and am VERY curious as to why CPQ stock has not responded to the announcement of a new CEO. That was supposed to be the impetus for move up. I welcome any comments that would explain the lack of movement in the face of this news. Fez

To: Jim McMannis who wrote (65395)	7/21/1999 3:15:00 PM
From: American Spirit	Read Replies (2) \| Respond to of 97611

CPQ didn't exactly "sell" ALta Vista. They exchanged it for a very large piece of CMGI which has the power to maximize AV's value in terms of taking it public, merging it into a giant network etc. Personally I feel fine about owning a piece of CMGI through CPQ and feel they made a clever decision. WIN-win IMHO. Looking forward to more future direction news from this fast-restructuring company.

To: Jim McMannis who wrote (65395)	7/21/1999 3:53:00 PM
From: Captain Jack	Respond to of 97611

HWP is up 1 5/8--- the following helped... along with having a CEO instead of rumors,, profits may have something to do with it too.. JUL 21, 1999, M2 Communications - Hewlett-Packard Company and i2 Technologies, Inc. today introduced an innovative, first-of-its-kind intelligent eBusiness portal solution for electronics distributors that facilitates the timely sharing of information within an entire trading community, allowing enterprises to make more accurate and profitable decisions. HP and i2's trading-community solution provides a framework and enabling tools for real-time collaboration and a seamless exchange of information between distributors and their customers, manufacturers and logistics providers. HP and i2 expect the new solution to strengthen trading communities' business relationships and improve the efficiency of complex supply chains. "HP is extending its e-services1 vision to supply-chain management by working with one of the leading software companies in the space, i2, to build a virtual trading community for electronics distributors," said Bill Russell, executive vice president and chief operating officer of HP's Enterprise Computing. "HP's alliance with i2 is further proof of our e-services strategy to build next-generation portals that link services together to drive new revenue and create new efficiencies around a common interest." i2's RHYTHM solutions for intelligent eBusiness enable companies to take a customer-centric approach to business while sustaining growth and profitability. i2's RHYTHM software optimizes and integrates key business processes, while delivering intelligent eBusiness through collaboration with trading partners. RHYTHM offers a complete solution for electronic Business Process Optimization (eBPO) by offering the optimization, integration and forward visibility required for high-velocity business. The RHYTHM solution has delivered billions of dollars in measurable value for major companies in a wide range of industries. "HP's e-services vision is complementary to i2's intelligent eBusiness vision, and together we are enabling enterprises to capture the potential of the Internet with next-generation portal solutions," said Sanjiv Sidhu, founder and chief executive officer of i2. "I'm confident that i2's leading solutions and deep domain expertise in the high-tech market will be instrumental in the success of this trading community."