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To: Piotr Koziol who wrote (89433)	2/1/2001 4:41:46 PM
From: MeDroogies	Read Replies (1) \| Respond to of 97611

The deal with AOL is great...but only if CPQ chooses to make it great. Here's why: From the standpoint of advertising, the web has been badly managed by virtually everyone who advertises there. The AOL deal is as much about advertising as it is about AOL purchasing goods. IF CPQ puts 1/10th of the effort into advertising on AOL as they put into TV/Radio, their eventual payoff will outstrip other media. Reason: cost of performance. TV doesn't have the feedback loop that online does, and online is generally cheap. It can cost over $100k plus to create a TV ad (closer to $500k per ad), versus building 1,000 online ads for about $50k. The cost of advertising online, when you create the feedback loop, is higher on AOL than elsewhere, but is still reasonable vis-a-vis TV. A $1 cost per click will pretty much result in a $15-20 cost per acquisition. This doesn't count the power of additional branding, and purchases that are made "post banner viewing" (a purchase made after seeing a banner but not clicking on it) Given the low cost of banner development, the low cost of the feedback loop (yes, a db that does that is inexpensive insomuch as it can be amortized over the life of the db), and the now competitive with TV prices online....Compaq has the opportunity to light a fire, should they choose to. Even if they don't, it's still a great deal for them. I'd just like to see somebody do something right online for once.

To: Piotr Koziol who wrote (89433)	2/1/2001 4:43:35 PM
From: PCSS	Read Replies (1) \| Respond to of 97611

W O N D E R F U L !!!!! would have been better if this info was released @ 3:08 vs the actual 4:08 JUST FINE WITH ME :) Michael

To: Piotr Koziol who wrote (89433)	2/1/2001 5:12:53 PM
From: Captain Jack	Read Replies (2) \| Respond to of 97611

WoW-- that got out much faster than I thought,,, since the final agreements have not been completed I thought it would take a little longer. My understanding is that the offer will be made to 'career' employees which is less than 800K. Also there will be 2 ISP plans-- one free and another 'premium' ISP that will be offered at a reduced rate. Both will have INTRAnet access. The other point is there will be two suppliers-- cpq & ibm,,,

To: Piotr Koziol who wrote (89433)	2/1/2001 7:00:03 PM
From: Lynn	Read Replies (1) \| Respond to of 97611

Dear Piotr: This is great. Thanks for posting the article. I'm going to print off two copies and take them down to our local P.O. tomorrow morning. Maybe it's like this in all/most P.O.'s serving rural areas, but our's is the 21st century equivalent of the 19th century general store. Sure, P.O. business gets done, but there is a LOT of hanging-out and just gabbing. Great advertising. In all seriousness, I can see all 7 "career" USPS employees taking CPQ up on the deal. Regards, Lynn