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

To: Night Writer who wrote (45097)	1/26/1999 1:33:00 AM
From: Aitch	Respond to of 97611

NW, Looks interesting, doesn't it? Did you have a look at the bottom left hand corner of the compaq.com web page? All told, I agree, no spin off, (holding thumbs)... H

To: Night Writer who wrote (45097)	1/26/1999 4:27:00 AM
From: Steve Fancy	Read Replies (1) \| Respond to of 97611

If they were to spin AV off, what makes the most sense to me would be a separate tracking stock...kinda like AGPH biotech is doing where shareholders receive 1 share of the new tracking stock for every 2 shares of AGPH. This would allow true value to be realized without stealing from the shareholders. Based on the message on their website there is obviously something else in the works. Comments? sf

To: Night Writer who wrote (45097)	1/27/1999 7:54:00 PM
From: Nicholas Thompson	Read Replies (1) \| Respond to of 97611

That sounds like a good move for boxmakers like Compaq. Should netzero cut them in on their add revenue (or do they start it themselves)? If not I think the boxmakers would be loathe to do it because they will cannibalize their existing revenue from purchase tied isp marketing. Perhaps Emachines will be the first to do it in order to reemphasize their image as the low (maybe no cost if component prices continue to plunge! - envision the word of mouth on an 800 number like 1 800 4 free pc) cost leader. I should try to put something like that together - all I'd need is thirty or forty million bucks to get up and running! Check the thread I started about netzero if you like: techstocks.com