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

To: rupert1 who wrote (76753)	1/26/2000 5:00:00 PM
From: Night Writer	Read Replies (3) \| Respond to of 97611

victor, Are you still thinking about buying Dell at $37? I wonder what the impact of this will be on analyst at the Compaq meeting. It might make the comparisons between Dell and Compaq a little more balanced. The news might also help AMD. NW

To: rupert1 who wrote (76753)	1/26/2000 5:04:00 PM
From: rudedog	Read Replies (1) \| Respond to of 97611

Victor - re: Perhaps you could give some idea of what other assets you had in mind. I don't really know but some of the possibilities you raise fit - an Inacom-like European capability (Europe is about as big a market for CPQ as US), or other logistical pieces. But I was thinking more about other pieces in the chain. Without a detailed analysis of CPQ's commercial PC business (which I am in no way qualified to do) I can't say what exactly those pieces might be or if they even exist - but if any such activities are underway, it could explain the reluctance to disclose too many details.