Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Harry Landsiedel who wrote (49452)	2/24/1999 12:48:00 PM
From: Elwood P. Dowd	Read Replies (2) \| Respond to of 97611

For those if you who may have missed this post................. To: Elwood P. Dowd (49215 ) From: rudedog Tuesday, Feb 23 1999 3:03PM ET Reply # of 49455 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.