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

To: Pedro Joaristi who wrote (74937)	1/3/2000 6:42:00 PM
From: MikeyT	Read Replies (1) \| Respond to of 97611

Yeah...BUT. CMGI is up 178% since last I sold it and CPQ? Mikey

To: Pedro Joaristi who wrote (74937)	1/3/2000 7:42:00 PM
From: rupert1	Respond to of 97611

The "logic" of the CPQ-CMGI relationship is that CMGI has gone up 400% while, counting today's big jump, COMPAQ has gone up about 7% since CMGI acquired Alta Vista by issuing COMPAQ some of its paper. Or put another way, COMPAQ is now down only 40% on its twelve months and CMGI is up - what 2,000%? (Those in the know please adjust the figures -the disparity is so great the details are unimportant). So it would seem more logical that CMGI acquired COMPAQ with CMGI paper - and then set about getting COMPAQ shareholders a better return on their investment than Rosen and his various managers has been able to do.