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


To: Night Writer who wrote (73656)12/12/1999 7:51:00 PM
From: Elwood P. Dowd  Read Replies (2) | Respond to of 97611
 
NW.... I was in BBY today. The computer department was packed. Here's another post from the Zoo proclaiming CPQ a undiscovered internet play. El





CMGI
by: crushdell
12/12/99 7:22 pm
Msg: 123219 of 123221
"CPQ is making close to 2 BILLION DOLLARS profits, in its CMGI stake... their investment was
@$100 a share....not
bad..and there is more to come.... happy holidays to all...... "

CMGI $4.2 BILLION
ICGE $1.1 BILLION
ASKJ $451 MILLION
NZRO $194 MILLION
AV $1.5 BILLION (Just an approximation)

I know they own a stake in RHAT but don't know how much. It's $275 a share. Probably many others.

This is over $7 billion alone. When do we get valuations like CMGI or ICGE?

Compaq is a big, big internet play. Not just because of these investments. It's the products and
services they offer to companies that use the web. Companies can't afford NOT to use the internet.
This is just the beginning.

The street, while downplaying CPQ, is loading up. Once these greedy bas*ards get enough then
they'll tell us what most of us already know. BUY CPQ.