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: Chuzzlewit who wrote (59689)	4/23/1999 2:00:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 97611

Chuzzlewhatever, RE:"Also, don't you think that economies of scale might be lost in spinning off the server group?"... Possibly but something has to be done to stem the Dell onslaught. Dell will put in a server just to see if you like it. If you like it, pay us. If you don't we'll take it back, no questions asked. Spinning off AV wouldn't take anything near a year to begin and CPQ stock price would be immediately affected on the announcement, should it be to shareholders. Certainly Compaq has internet infrastructure, they have Alta Vista. They sell computers over the net. They have a tremendous amount of leverage in this area they don't even know about. Look at Intel, if you push their chips they will be an advertising partner with you. Compaq EVEN HAS THE ADVERTISING MEDIUM. ALTA VISTA! Compaq is a box maker, so I can understand how they have not realized this possibility, but I cannot forgive them for not thinking of it. Compaq is an easy turn around for someone with just a little vision. Jim