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

To: Elwood P. Dowd who wrote (58824)	4/19/1999 7:42:00 PM
From: rupert1	Respond to of 97611

el... yes there was a link to the original article a few posts before yours. Actually I have been thinking about it quite a bit. If you remember the original debate was whether to sell AV or part of it, or to keep it and float it. I thought they had decided to keep it and float part of it. I suppose they could review that decision. I don't think they would get very much if they sold it. I think the article, like many commentaries on COMPAQ, does not do justice to the clarity of the COMPAQ strategy for AV and the internet. I know the execution has been slow and awkward, but the strategy is clear.