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

To: Eddie Kim who wrote (33011)	9/16/1998 4:13:00 PM
From: Elwood P. Dowd	Respond to of 97611

Seems to me that they've already "warned" by having referred to this quarter as "transitional." Occurs to me that should afford plenty of latitude, unless they totally screw up the quarter. I'll say this again, if they don't come thru with something better than the Street expects, we are on a one-way trip to the mid-20s. El

To: Eddie Kim who wrote (33011)	9/16/1998 4:14:00 PM
From: .com	Read Replies (2) \| Respond to of 97611

You want AV news, you get AV news: AltaVista Exec Balks At Move (09/16/98; 10:28 a.m. ET) By Margie Semilof, Computer Reseller News When Compaq moves its newly acquired AltaVista Search Service to California, one thing it won't be taking along is its top executive. Robert Hult, AltaVista vice president and general manager, said he won't be relocating to Palo Alto, Calif., home of AltaVista's technical facilities. There are reports that other top managers are balking at the move, too. Consolidating AltaVista on one coast is among the first action items taken by Compaq since its purchase of Digital Equipment was made final in mid-June. Houston-based Compaq (company profile) said it wants the 15 managers in Littleton, Mass., to join the engineering group in Palo Alto, a staff of about 45 people. So far, there is no deadline on the consolidation, a company spokesman said. Hult has been with AltaVista for more than a year.

To: Eddie Kim who wrote (33011)	9/16/1998 6:23:00 PM
From: rudedog	Read Replies (2) \| Respond to of 97611

Eddie - Perhaps, rudedog will have some answers No answers but a few rumors. Prior to the merger, CPQ did analysis of AV as an independent business, as a sell-off, as an internal business, and as a driver for current business. The best $ benefit to CPQ by far was in the latter category but it looks like they are doing the last 2 options. As I understand it, there are 2 efforts underway, one of which leverages AV as an internal asset (we have seen a few signs of this in the consumer business) and one of which builds AV as a brand. Sorry I don't know more about it than this. I do know that the team which originally thought up AV and built it inside of DEC left long before the merger. They had anticipated a spin-off in early 1997, but Palmer nixed it, and most of the original team bailed out at that point. Current management came in to replace the departing startup management.