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

To: rupert1 who wrote (77402)	2/3/2000 8:13:00 AM
From: rupert1	Read Replies (1) \| Respond to of 97611

I keep telling you all but you won't listen - the only rational acquirer of COMPAQ is CMGI! (he says as he stirs the pot!) Benefits to CMGI - beefs up its source of operational revenues giving it licence to do more "mutual fund" incubator activity: - gets back the 18% of CMGI shares owned by COMPAQ: - gets the 18% of Alta Vista still owned by COMPAQ; - gets COMPAQ $3.5 billion in cash: - gets the rest of the COMPAQ $8 billion portfolio: - puts Alta Vista back with COMPAQ again where it belongs, generating mutual leverages for both properties: - uses COMPAQ to generate revenues from other CMGI properties: - converts COMPAQ PC sales and low end servers to 70% direct channel by tearing up agrements with indirect partners: - cuts 10,000 from COMPAQ payroll in 8 months: - reduces COMPAQ product lines: - appoints new CFO and new CEO with Capellas as head of AV: - increases COMPAQ profits by 50% in 12 months: Benefits to COMPAQ - company retains its identity and mission with energised management and synergies created by Alta Vista and other CMGI comapny links: - BoD and shareholders get paid in CMGI shares which they value more than they value COMPAQ shares: - Rosen at last turns COMPAQ into an internet company: