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


To: Elliot who wrote (67958)9/27/1999 1:18:00 PM
From: The Duke of URLĀ©  Respond to of 97611
 
Elliot:

Let me give you another way to look at it. CMGI is up 9.29% today. Cpq's investment in CMGI is 3B. CPQ just made $278,700,000 today!!! And it can concentrate on its core business, AND it has contractual arrangements with CMGI which equal owning the website. And it has no drain on its cash flow.

Hope this helps. :)

Duke



To: Elliot who wrote (67958)9/27/1999 1:22:00 PM
From: Captain Jack  Respond to of 97611
 
Elliot--- you were not the only one that thought (still thinks) the AV deal was not in our best interest,,, but its over-- a few more great deals like that and where will this be??



To: Elliot who wrote (67958)9/27/1999 2:52:00 PM
From: Satish C. Shah  Read Replies (1) | Respond to of 97611
 
To the best of my knowledge CPQ owns 23 million shares of CMGI. CMGI went up by $7.00, therefore CPQ assets went up by 23 X 7 = 161 Million. 161 million distributed over 1.6 billion shares of CPQ will amount to 161 X 10**6 divided by 1.6 X 10**9 approximately $0.10.
Hope this helps.



To: Elliot who wrote (67958)9/29/1999 8:26:00 AM
From: Paul van Wijk  Read Replies (1) | Respond to of 97611
 
Elliot,

A stock-price is not only about numbers. It is also about
momentum. Because CMGI has momentum and CPQ doesn't, well...

A good investor with a little patience buys the stocks
which lack momentum and just wait. One day the whole bunch
jumps on it. As simple as that.

Paul