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

To: Lynn who wrote (43174)	1/12/1999 8:36:00 AM
From: Kenya AA	Read Replies (2) \| Respond to of 97611

Today's IBD .... CPQ makes the front page - 10. Compaq Now E-Retailer With Shopping.com Buy Date: 1/12/99 The world's No. 2 PC maker is paying $220 million for the online store. Compaq's first foray into Internet retailing came on yet another strong day for Internet stocks. Shopping.com sells more than 2 million products and services in 63 retail categories. Compaq plans to link the site with its AltaVista site. Compaq shares jumped 3 to 48 3/8. There's an article titled "Individual Stocks Confirm Bullish Market Averages" on A11 in which CPQ is mentioned as a pick of John Wylie of WMS Partners. He says that CPQ has made a number of changes to improve margins and adapt to the direct sales model developed by rival DELL. IBD mentions that CPQ made a new high yesterday and suggests that some investors might want to wait for a new base before hopping in. RS now up to 94. K

To: Lynn who wrote (43174)	1/12/1999 8:45:00 AM
From: Kenya AA	Read Replies (2) \| Respond to of 97611

Hi Lynn: FWIW, I thought that EP's statement about plenty plenty activity involving the internet was the "case closed" evidence that Alta Vista is staying with CPQ. K

To: Lynn who wrote (43174)	1/12/1999 11:13:00 PM
From: Pruguy	Read Replies (2) \| Respond to of 97611

O K guys, I think I figured it out. IMHO this is the game plan and it is really rather simple on the surface. Alta Vista is already on of the larger portals and has a bit of name recognition for the public. Compaq is the number one pc manufacturer in the world. It is not hard for them to have AV as the default home page on their internet button. Over time, as they sell more machines with the internet button more and more people inadvertantly end up at compaq's default home page.. Their objective is to create another yahoo, and the first step in that direction is to have lots of shopping. This is only the beginning of a number of 100m on up to form ventures for this sight. they want to replace yahoo as the destination on the internet Bottom line in my opinion, is the strategy is to create another yahoo, not a shopping channel. This is just a building block to allure a lot of other companies to form alliances with the default destination on compaqs pc's I'd love to hear what you all think about my theory.maybe I am right and maybe I'm not. I'm intersted to know if anyone has a more clear guess than I do.