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

To: fooledalot who wrote (59469)	4/22/1999 6:27:00 PM
From: rupert1	Read Replies (1) \| Respond to of 97611

fooledalot: Thank you very much. I found it truly informative and mildly encouraging.

To: fooledalot who wrote (59469)	4/22/1999 6:27:00 PM
From: Elwood P. Dowd	Read Replies (1) \| Respond to of 97611

Fooled... EXCELLENT SUMMARY!!! Thank you very much. As good as having been there, I'm sure! El

To: fooledalot who wrote (59469)	4/22/1999 6:36:00 PM
From: Captain Jack	Respond to of 97611

fooled--- thanks,,, lots of info.. good job..

To: fooledalot who wrote (59469)	4/22/1999 7:38:00 PM
From: P P Bravo	Read Replies (1) \| Respond to of 97611

Fooled..., Outstanding effort. Thank-you! PPB

To: fooledalot who wrote (59469)	4/22/1999 7:40:00 PM
From: Jim McMannis	Respond to of 97611

Fooledalot, RE:"1) "Will they consider allowing the stockholders of the company to receive, or purchase at the IPO price, shares of AV?" Rosen: Believe it or not, this is not the first time he has been asked this question. The process if very complicated. There are 2 decisions involved in trying to create a public company: 1)When to create a public company. and 2) How to create a public company. The how to is full of legalities and very complex. (Ie: he is not in a position at this time to answer this question.) The second part depends on value. AV is a search engine, and alone will not have value. To obtain value 3 things are needed: search, e-commerce & media content. AV has the search. Shopping.com and the other company they acquired (I just have forgotten the name) provides the e-commerce. They will not go public until they are ready and when they are ready they will go public AND he will "ASSURE" all that it will be for "very good value!!"(He basically wanted to emphasize that point. And, also, he did not mention anything about media, thus, that is evidently the remaining hurdle.)"... First let me say that I appreciate your summary. I haven't been too active on the Compaq thread since the days of Steve Cohen (whatever happened to him?) so I,m just getting back up to speed on what everyone thinks. I've been a Compaq stockholder for a couple years + and needless to say haven't been too happy with seeing EP and EM bumble AV among other things. I saw the fall from 51 coming but was too stupid not to sell. Anyway, the tone of that excerpt about AV doesn't exactly instill faith in me other than they are at least starting to think about spinning it of and enhancing shareholder value. I fear that if they will wait until they are ready the opportunity will have passed. My hope here is that some of these posts will trickle back to management either directly of thru the press. Hopefully they will get the idea. I don't think Compaq needs any major revamping. Fine tuning and spin offs could do the trick. Jim

To: fooledalot who wrote (59469)	4/22/1999 9:58:00 PM
From: hlpinout	Read Replies (1) \| Respond to of 97611

Thanks fooledalot.

To: fooledalot who wrote (59469)	4/22/1999 10:21:00 PM
From: Night Writer	Read Replies (1) \| Respond to of 97611

fooledalot, A very good post. I appreciate the time and trouble you took to make the post. NW