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

To: Elwood P. Dowd who wrote (49213)	2/23/1999 12:51:00 AM
From: Lawrence T. Bovat	Read Replies (1) \| Respond to of 97611

Does anyone know how this will effect CPQ and it stock price? Over on the Yahoo board, speculation is running wild. People over here are a little more civilized. Thanks for your response. Larry To: +rudedog (49212 ) From: +Elwood P. Dowd Monday, Feb 22 1999 6:41PM ET Reply # of 49230 rudedog... what's your take on this story??? El Message 7969591

To: Elwood P. Dowd who wrote (49213)	2/23/1999 3:04:00 PM
From: rudedog	Read Replies (1) \| Respond to of 97611

El - what's your take on this story??? I have no idea what is going on here. Surely they must have thought through the implications of having direct net sellers competing with their other distribution, it has been the topic in the trade press for a year. Maybe it's the medication (Consisting mostly of single malt at this point) but I have to say that I am not overwhelmed with the senior management's moves over the last few weeks. The AltaVista ballyhoo seemed like a joke with no punchline. Why take the time to hype the announcement on the web page and then basically say nothing? EP keeps talking about the web and e-commerce but there are no programs to back up that talk. I am much more impressed with the positioning IBM is doing on e-commerce. If we want to play in the league of IBM (and now Sun who is also doing a great PR job, backed up with good execution), we will need to do more than talk. These guys need to get serious about an integrated message and the will to back it up.