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

To: Pruguy who wrote (43150)	1/11/1999 11:28:00 PM
From: Kenya AA	Respond to of 97611

BLOCK TRADE- Compaq 301,000 at 48, Reuters Story - January 11, 1999 17:56 up 2-3/4, crossed by ING Barings Furman Selz

To: Pruguy who wrote (43150)	1/11/1999 11:32:00 PM
From: Night Writer	Read Replies (3) \| Respond to of 97611

Pruguy, See the +3 at the bottom of this screen. That is what people are celebrating. Tomorrow INTC announces big profits, and we hope to add another nice number to the bottom of this screen. I don't really think the purchase of this internet company is driving that price. The earnings and potential earnings are driving the price. Developing a strong e commerce base is going to help earnings in the future. Today's picture is history, focus on the future. That is where we are going to live. NW

To: Pruguy who wrote (43150)	1/12/1999 8:08:00 AM
From: JDN	Respond to of 97611

Dear Pruguy: You just made the case for why its such a good deal. Stronger management, tighter controls, sounder finances will lead to a big turnaround in Shopping.com and guess who benefits from the turnaround?? WE DO. JDN

To: Pruguy who wrote (43150)	1/12/1999 8:23:00 AM
From: Lynn	Read Replies (3) \| Respond to of 97611

Everyone on the thread has viewed the purchase of shopping.com as evidence CPQ is not going to spin-off or IPO Alta Vista. Here's an article from _The Register_ in the U.K. that takes a different view of the purchase also worth considering as a possibility. BTW, the points you brought up about shopping.com are serious problems. I sure hope CPQ has a good plan how to rectify these whether it keeps shopping.com or ultimately gets rid of it [via an A V spin-off or IPO]: Posted 11/01/99 5:53pm by Tim Richardson [note: U.K. 11/1 = U.S. 1/11] Alta Vista set to go it alone theregister.co.uk [quote begin] Compaq's decision to buy beleaguered Shopping.com for its AltaVista Net guide only serves to fuel speculation that the world's second largest computer company is getting ready to flog the portal it acquired last year, The Register can reveal. The $220 million deal announced today would give Compaq a 90 per cent stake in Shopping.com. More importantly, it would make AltaVista even more attractive to prospective buyers since the portal would also include a major, and potentially important, revenue earner. In a pre-prepared press statement, senior Compaq executive Rod Schrock said: "Our intent is to make AltaVista the leading guide for both information and ecommerce on the Internet." And he is hoping to drive even more traffic to Shopping.com by using the AltaVista portal and Internet-enabled Compaq PCs. No one from Compaq was available for comment on rumours of the sell-off. ® [quote end]