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

To: Y. Samuel Arai who wrote (74218)	12/20/1999 8:36:00 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

It's good news if he paid for it! El

To: Y. Samuel Arai who wrote (74218)	12/20/1999 8:49:00 PM
From: Elwood P. Dowd	Read Replies (2) \| Respond to of 97611

******CNBC - BUSINESS CENTER****** by: go_with_throttle_up (52/M/Houston, Texas) 12/20/1999 8:37 pm EST Msg: 125060 of 125060 CNBC - Business Center Transcript: CNBC 12/20/99 - 7:20:08 PM...broad range of topics. We'll likely see a way for compaq to get custom-build capabilities, something they've worked on for years, failed miserably but something that its computer dealers have been good at, inacom is compaq 's largest dealer. In the past inacom customized pcs for inacom customers. We're likely to see an alliance that will allow inacom to work for compaq and analysts and industry experts have said this could cover a range of things from an outsourcing contract all the way to a joint venture or acquisition. No one is talking about an outright acquisition of inacom but maybe some of their custom-build capabilities, a factory, perhaps a joint development project in houston. Sue: What about the distribution problems that compaq has been troubled with recently? Will this have any effect positive or negative on that? >> This is the last great nut for compaq to crack. New management team, talking much more enthusiastically, much more positively about their way here, information kuk focusing on the internet. This is a way to settle that. Compaq using losing market share to dell because it can't give customers the exact configuration they prefer. What this would do, it would allow someone who is very good at it, pick that up and do the custom build for compaq at the last minute. Sue: Gary, thank you, appreciate it. You can of course see more on gary's story in tomorrow morning's "wall street journal.... Long and Strong: CPQ!