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

To: PCSS who wrote (45575)	1/27/1999 10:01:00 AM
From: Loki	Respond to of 97611

PCSS...RE:"Comfortable with analysts est for 1999"... Oh no! remember when Mason was feeling comfortable with numbers last year? <g> My short term greedy side would be unhappy not to obtain AV shares as CPQ shareholder. This is due to the internet stocks rising so much. AV will certainly have some of that magic internet fairy dust. Remember that AV was part of the DEC acquisition and CPQ had the strategic plan to acquire the whole lot for long term shareholder value. The fact that Schrock moves to AV is a clear indication that CPQ will have control over AV, (at arms length?). (a residual benefit for CPQ shareholders) If shareholders are unhappy with this decision it can be voiced at the next shareholder's meeting. The key might be how institutions feel about it. <Which institution is handling the partial IPO.> Loki