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

To: .com who wrote (42494)	1/7/1999 7:09:00 AM
From: Kenya AA	Read Replies (2) \| Respond to of 97611

Scott: Geez! I know you gave the link, but you left off the best part! 'Alta Vista, part of Compaq (NASDAQ:CPQ - news) , finds some upside in our private market valuation of it based on its relative discount. Yet being part of CPQ makes getting at AltaVista value from an investor perspective almost impossible. Nobody buys CPQ stock for AltaVista. Yet we're coming into the belief that AltaVista's value may become pronounced if Compaq focuses a little on it, ups the ante or spins it off. We favor the spinoff.' Just heard the that Brits cut their discount rate - looks like the futures are improving. CNBC said CPQ was down 3/8 in Europe. You going to stick around and watch EP? K