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

To: David R. Schaller who wrote (74650)	12/29/1999 4:54:00 PM
From: Dorine Essey	Respond to of 97611

DJ CE Unterberg Towbin Unveils Stock Picks For 2000 USIX -------------------------------------------------------------------------------- 29 Dec 16:03 NEW YORK (Dow Jones)--Analysts at C.E. Unterberg Towbin Co. recommended 12 stocks for investment next year in a report released Wednesday. Recommended stocks for 2000 are: USinternetworking Inc. (USIX), Adaptive Broadband Corp. (ADAP), QRS Corp. (QRSI), Compaq Computer Corp. (CPQ), Siebel Systems Inc. (SEBL), Cyberian Outpost Inc. (COOL), EarthWeb Inc. (EWBX), DoubleClick Inc. (DCLK), Puma Technology Inc. (PUMA), Sirius Satellite Radio Inc. (CDRD), TelCom Semiconductor Inc. (TLCM), and Concord Communications Inc. (CCRD). "During the next year, we expect technology stocks will again show good relative performance, although not at the same pace as in 1999," the Unterberg report said, adding that small cap stocks will outperform large cap stocks. Unterberg did not change the ratings on any of the recommended stocks. All are rated strong buy, except Siebel Systems Inc. (SEBL), which is rated at buy.

To: David R. Schaller who wrote (74650)	12/29/1999 5:05:00 PM
From: MeDroogies	Respond to of 97611

What you should do is look at other deals like this and determine what the value in each one is..... None of them involve the provision of a subscriber base, but involve the exchange of cash or brand equity (not real cash, but goodwill). Being a "huge minority owner"(??) in AV is mighty meaningless since AV is a piece of crap site that doesn't even show up among the top sites in terms of impressions. It's a fine product, don't get me wrong....but it doesn't compare with AOL, YHOO or MSN. Most sites like this will be wiped out in the coming 2 years. They can't survive. AV may be able to...but I doubt it. A better deal to look at would be the AOL/Gateway deal, which shows the power of co-branding and exchange of value. No money lost here...but alot gained by both sides. AV, with a free ISP, gains a huge potential subscriber base with each CPQ sold....but there isn't any return value to CPQ, since you can get a free ISP WITHOUT buying a computer. So, it won't likely increase sales. The only way it would increase sales is if CPQ offers discounted computers to a consumer IF they use the free ISP. And you can see how CPQ is poorly benefitted in that arrangement. So, it isn't win/win...CPQ is piggybacked, and has little/nothing to gain.

To: David R. Schaller who wrote (74650)	12/29/1999 5:06:00 PM
From: Night Writer	Respond to of 97611

David, What you are saying makes sense to me. Free AV, with a step up for a fee. Free introduction stays free for low traffic users. Hogs like me pay a small fee. Free for those that visit the ads and shop on the net a lot. That mix could attract a lot of traffic. Put the sofeware on the PCs Compaq sells. After all, Compaq owns a chunk of AV and CMGI. What doesn't make sense this year sometimes make sense next year. Right now CPQ shareholders are focused on the top and bottom line. NW