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 : Dell Technologies Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Calvin who wrote (91262)	1/25/1999 8:39:00 PM
From: Mohan Marette	Read Replies (3) \| Respond to of 176387

Calvin: I fail to understand why they are overly worried about it particularly if the plan for AltaVista is a winning strategy they should get couple of points out of it and so should the sector I would think.This is what I am thinking you disagree? BTW:Thanks for that link, I didn't know about that impending announcement,could be quite interesting.

To: Calvin who wrote (91262)	1/25/1999 8:42:00 PM
From: robbie	Read Replies (1) \| Respond to of 176387

Message 7478084

To: Calvin who wrote (91262)	1/25/1999 10:32:00 PM
From: Mohan Marette	Respond to of 176387

CPQ/Alta Vista-Latest speculation from the pundits including that Kumar guy. Calvin: Here is the latest speculation on the CPQ deal from various pundits in case you missed it.Ok that is it for me today,time to shut the shop down,talk to you later. ============================ ...Analysts were divided on whether the news would involve another acquisition following Compaq's recently announced $220 million deal to acquire online retailer Shopping.com, which Compaq plans to twin with AltaVista. Other options could include partnerships with established Web sites or internally developed enhancements to the site. ''Compaq is probably planning to spin-off AltaVista,'' said John Robb, an Internet analyst with consulting firm Gomez Advisors of Concord, Mass. He said he had no specific knowledge of Compaq's planned announcement Tuesday. ''AltaVista is a prime target for going out and raising a couple of billion dollars in this kind of market,'' Robb said. ''I think Compaq just wants to take it public or take a portion of it public. Here's a chance for everyone to get flush.'' But Ashok Kumar, a financial analyst who follows Compaq for brokerage Piper Jaffray, said a spin-off would be premature. Instead, Compaq may announce new strategic partnerships for AltaVista on the road to a potential spin-off down the road. ''They need to build critical mass for AltaVista first,'' Kumar said. In particular, he dismissed the chance that Compaq would acquire another top-tier Internet player, citing the rich valuations of many publicly-traded Internet companies..... dailynews.yahoo.com