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

To: Neal davidson who wrote (45252)	1/26/1999 11:52:00 AM
From: Kenya AA	Respond to of 97611

Neal: I believe he was referring to YHOO - the BIG competition. K

To: Neal davidson who wrote (45252)	1/26/1999 12:04:00 PM
From: David E. Taylor	Read Replies (1) \| Respond to of 97611

Since the Q was asking about CPQ's ties to MSFT and the MSN, I presumed he was referring to AOL. On the AV front, if Kumar values AV at $2 to $5 billion, with 1.68 billion CPQ shares outstanding, the AV value to CPQ works out at $1.20 to $3.00 per share. OTOH, if AV were to develop a YHOO like valuation of $30 to $40 billion at some point after the IPO, that would be some serious change -- around $18 to $24 per share. To NW: think I'll hang around as well! BTW, does anyone know if the earnings announcement is before the market opens tomorrow or after the close? David Taylor.