Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Elwood P. Dowd who wrote (43478)	1/13/1999 7:11:00 PM
From: rupert1	Respond to of 97611

Elwood: Thanks for the post. I find the Shopping.com thing puzzling. If one takes the view that Compaq has not done due diligence, or is having a speculative rush of blood to the head, then it is troubling. Against that we know Compaq is deliberate and was very thorough in its buy-out of Tandem and DEC and got good value for money. Like the author, I was puzzled by the apparent need for speed, which seems to be the only explanation for paying $200 million. I would have thought that if the idea was to beef up AV for an eventual spin-off it was not necesary to spend $200 million and associate with such a doubtful company as Shopping.com It could have been done by alliance(s), or partnerships. I'm waitng for the other shoe to drop. Perhaps the real explanation is more technical than has been explained and may have been indictaed in this excerpt from the article: _________________ "Schrock (CPQ) told Reuters. "In our estimation, Shopping.com has one of the most state-of-the-art shopping capabilities" of any site on the Web. "

To: Elwood P. Dowd who wrote (43478)	1/13/1999 8:08:00 PM
From: Kenya AA	Respond to of 97611

Hi El: Well here's my $.69 - The purchase of shopping.com does not worry me in the least. I'm sure that CPQ will separate the wheat from the chaff very quickly. I think that these two excerpts explain the purchase - Shopping.com acts basically as an online intermediary between consumers and these suppliers. Its e-commerce software allows suppliers to be contacted directly to ship customer orders as they're received by the firm's virtual storefront. This commission model is ultra-light, meaning Shopping.com doesn't have even the inventory or capital requirements of an Amazon.com (Nasdaq:AMZN - news. "We definitely plan to turn Shopping.com into a premiere shopping site on the Internet," Schrock told Reuters. "In our estimation, Shopping.com has one of the most state-of-the-art shopping capabilities" of any site on the Web. Just about everyone on this thread who has "had the pleasure" of shopping for a computer at CPQ's website, has basically said that it sucks. I think that CPQ realises this and that the purchase of this company is an effort to change that experience. What's the saying? "It's the software and infrastructure, stupid!" K