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

To: Roads End who wrote (30121)	7/30/1998 1:36:00 PM
From: John Koligman	Read Replies (2) \| Respond to of 97611

From today's WSJ - some comments on CPQ/Altavista from EP - he said CPQ has been approached about selling AV, but 'no deal'.. Did Compaq buy a portal in a poke? The fact that the current $8.5 billion stock valuation of Yahoo! Inc., an Internet "portal," is close to the $9.6 billion that Compaq Computer Corp. paid for Digital Equipment Corp. earlier this year has been noticed in many places -- including Compaq's Houston headquarters. That's because one asset Compaq got in the Digital purchase is Alta Vista, one of the first Internet search-engine and directory sites. Several such sites, including Yahoo, have refashioned themselves as portals to the Internet and investors have given them sky-high market valuations. Compaq Chief Executive Eckhart Pfeiffer disclosed in a recent interview that his company has been approached several times about selling or other otherwise doing some deal involving Alta Vista. But he says Compaq has declined all comers, since it has big plans of its own for the site. Already, the keyboards of some Compaq computers contain a special key that takes users directly to the Alta Vista Web site. And just this week, Compaq paid $3.5 million for the right to the altavista.com domain name (Digital, believe it or not, never owned the name; the site is found at altavista.digital.com). Is Compaq entering the portal business? "There are a lot of ways we can go," Mr. Pfeiffer says. * * *

To: Roads End who wrote (30121)	7/30/1998 1:44:00 PM
From: robbie	Respond to of 97611

Steve and all, From the "Digits" column in todays WSJ: DID COMPAQ BUY A PORTAL IN A POKE? The fact that the current $8.5 billion stock valuation of Yahoo, Inc., an Internet "portal", is close to the $9.6 billion that Compaq Computer Corp. paid for Digital Equipment Corp. earlier this year has been noticed in many places - including Compaq's Houston headquarters. That's because one asset Compaq got in the Digital purchase is Alta Vista, one of the first Internet search-engine and directory sites. Several such sites, including Yahoo, have refashioned themselves as portals to the Internet and investors have given them sky-high market valuations. Compaq Chief Executive Eckhart Pfeiffer disclosed in a recent interview that his company has been approached several times about selling or otherwise doing some deal involving Alta Vista. But he says Compaq has declined all comers, since it has big plans of its own for the site. Already, the keyboards of some Compaq computers contain a special key that takes users directly to the Alta Vista Web site. And just this week, Compaq paid $3.5 million for the right to the altavista.com domain name (Digital, believe it or not, never owned the name: the site is is found at altavista.digital.com). Is Compaq entering the portal business? "There are a lot of ways that we can go," Mr. Pfeiffer says.