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

To: rupert1 who wrote (77854)	2/10/2000 7:49:00 AM
From: PCSS	Read Replies (1) \| Respond to of 97611

Bob Gabriel, 1st Call, says about 1 mill shares of insider selling (into weakness) @ CMGI .... brings questions as to why ? Michael

To: rupert1 who wrote (77854)	2/10/2000 8:30:00 AM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

>>>>It seems that even I am fallible!/sometimes I get mixed up.<<< Also explains your view of the sale of AV . El

To: rupert1 who wrote (77854)	2/10/2000 9:04:00 AM
From: rupert1	Read Replies (1) \| Respond to of 97611

Have a look at she_x's rumour on the Yahoo Club Board. It is about the possibility of a DELL announcement on the 15th of a big deal with IBM (possibly IBM outsourcing PC's to DELL). I now claim copyright for the rumour on the SI thread. WSJ, please note!

To: rupert1 who wrote (77854)	2/10/2000 9:52:00 AM
From: rudedog	Read Replies (1) \| Respond to of 97611

victor - I agree with your points of concern and would add the following - 5. failure to reduce opex through headcount and supply chain savings 6. failure to grow services revenue at industry levels 7. failure to develop a storage business which is not dependent on ProLiant or Alpha sales - i.e. a true multi-vendor storage play, where people buy CPQ storage on its merits for non-CPQ systems. All of these areas are places where CPQ could either win big or stumble...