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

To: Elwood P. Dowd who wrote (57657)	4/13/1999 7:24:00 PM
From: Michael Kucera	Respond to of 97611

El: good article on CPQ but again shareholders should wonder: where is the money. Like everyone else, I used to own CPQ b/c of their (long ago) profit-making way of business. EP is NOT a very big shareholder of cpq. (Dell has something like 360 Million shares of his company, i believe). They should be announcing the firing of earl Mason today and the spinoff of AltaVista at earnings time. who knows what they will really earn this year but I suspect that it will be way under the consensus #. Cpq was not as cheap as everyone thought, and management knew this quarter was not kosher way back at the time of the CC and they LIED to everyone. Now wall street will punish them, and sadly the well-meaning shareholders will suffer the most.

To: Elwood P. Dowd who wrote (57657)	4/13/1999 7:25:00 PM
From: rupert1	Read Replies (1) \| Respond to of 97611

Elwood: Schmidt of Novell is one of the four keynote speakers at Innovate. Maybe they are on CNBC together to talk about the Innovate themes. I agree that EP should disregard my script and follow the following: _________ Q. Good Morning EP EP: Good Internet Q. Why did you warn so late? EP: Late! But we have not launched the Alta Vista IPO yet. We will give lots of notice so that many more new stockholders can get rich when we do. Buy now, and don't be late, yourself. Q. Part of your trouble arises from difficulties you have adapting to direct which is causing bad relations with the re-sellers. EP No. We sell over 76% of our products on the Internet even when we sell to re-sellers. You see the Internet is our blood stream, the re-sellers are, therefore, our blood brothers. Q. You say your problems are industry wide but everybody else says the industry is fine - DELL, HWP contradict you. Intel results contradict you. EP The Internet is a great leveller - and we will see who has the best search engine, the best e-commerce division and the best Internet servers when this is all over. We will give an "Alter Vista" of the market than the one you have just given. Q. CPQ share price is back where it was 12 months ago. You are in a mess. EP Wait to see what happens when we launch Alta Vista - COMPAQ will be the first Fortune 100 "internut". Q. You used to be a sure-fire growth prospect. It looks like Digital is pulling you down. EP We paid $9 billion for Digital and the Alta Vista part of it will be worth $40 billion in six months time. Q. DELL is gaining market share on you in the commercial end. EP No it isn't, that's part of its propaganda. And if Michael Dell doesn't stop lying we might use Alta Vista shares to buy out his tin pot company. Q. What about AV - have you got a deal in the works with a content provider and when will the IPO be? EP I thought you'd never ask! We were going to do deal with a big content provider - but it seems that we would get much quicker share growth in the new IPO by having as little content as possible. We will select a launch date and an initial price based on what we, in the industry, call "the bigger fool theory". Q. What is the vision or stratgey. EP We want to start small, get bigger, and then take over the WHOLE VORLD. We will use violence if necessary. Q. Will there be restructuring, for example will you get the sack. EP We are restructuring now. The red Q logo is going to become blue and I think we will use a pretty Austrian Mountain scene instead. Q. What do you think of my tie EP I love the little Alta Vista logos on it - I'm glad you got our gift pack in time for the show. Q. Thank you EP you are so funny. EP It's the German in me. May I ask you a question - what do you think of my hair? Q. We'll take a break now

To: Elwood P. Dowd who wrote (57657)	4/13/1999 7:32:00 PM
From: rupert1	Respond to of 97611

CPQ -0.78% 46,760,400 DELL -3.29% 26,785,800 IBM -1.87% 3,423,200 HWP +3.56% 5,211,800 GTW -3.49% 1,602,600 AAPL -4.48% 3,682,000 INTC -1.22% 35,510,700 MSFT -3.09% 23,372,200 LU -4.21% 16,044,200 CSCO -3.08% 12,036,100 EMC +0.43% 3,786,200 VOCLF-16.51% 821,800 INDI +16.07% 741,300 FATB -10.12% 376,400