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

To: rupert1 who wrote (36542)	11/14/1998 5:15:00 AM
From: rupert1	Read Replies (1) \| Respond to of 97611

Just looked at the CPQ MilliCent explanation at the link given below. Really recommend it. millicent.digital.com Here is a sample of the content. Victor __________________________________ Making Advertising Better For people who understand, tolerate, or enjoy advertising, MilliCent can be used as a big carrot to further flavor the soup. As we demonstrate on this site, advertising rebates can be made available directly to readers that click and go to an advertiser's website. In the world of online advertising, this is known as a click-through. A direct consumer rebate creates a win/win/win scenario for everyone. Readers actually get something (a monetary reward) based on nothing but curiosity. The advertiser gets more traffic to their website, as consumers have a greater incentive to click and explore. And the online publisher wins too. By passing on some of their advertising revenue to the consumer, they are able to demand higher advertising rates. What's more, the rebates are optional. Readers that use MilliCent can accumulate these rebates and apply them towards content purchase. Readers that don't use MilliCent enjoy the same familiar experience provided at any advertising-sponsored website. Click on the ad, go the the advertiser's site. "Making Advertising Go Away For people who hate advertising and feel that it waste what little bandwidth they have with today's Internet, MilliCent can be used as a for-fee advertising filter. If the consumer feels there is extra value in advertising-free content, publishers can use the system to provide this filtering service for a small fee. As long as the small fee is greater than the publishers per-impression advertising revenue per page, they come out ahead.

To: rupert1 who wrote (36542)	11/14/1998 9:10:00 AM
From: rudedog	Read Replies (1) \| Respond to of 97611

Victor - This is a very interesting article about an important initiative that got buried in all the direct and dell earnings noise. This is the second key play by CPQ, IBM and HP to take control of bus standards. The obvious final vote is MSFT, and if MSFT weighs in to support the big 3 then Intel will have to cave on this issue IMO. That would have big long-term implications for Dell and the other vendors who do not have the technical depth to play in this game. It is another example of CPQ leveraging its technical depth to create a sustainable market advantage. IBM and HP are important here but will not benefit as much from the outcome as they have nowhere near the relationship with MSFT that CPQ enjoys. Thanks for the post.