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

To: Pruguy who wrote (45049)	1/25/1999 9:57:00 PM
From: PCSS	Respond to of 97611

Pruguy, Otherwise, the Equitable Bldg is an odd non-WS place to hold the meeting ! Michael

To: Pruguy who wrote (45049)	1/25/1999 10:02:00 PM
From: PCSS	Read Replies (1) \| Respond to of 97611

As well, if I remember correctly isn't the Equitable Building also the world headwuarters for Paine Weber ??? If so, what is PW's past relationship to CPQ ?? Michael

To: Pruguy who wrote (45049)	1/25/1999 11:13:00 PM
From: trouthead	Respond to of 97611

Someone posted a while back that cpq would be forming an internet company/division and spinning off 20%. I believe this was in an article. This sounds consistent with the cpq only press conference. It also seems to strike a balance between letting AV go to early and not realising enough return and holding onto a piece that doesn't fit in with hardware and services company. I could imagine them spinning off 20% and then using the value of the AV stock to make further acquisitions at no real expense to cpq. jb