This ended all the speculation. We know what the answer is. But the combination of USA Networks and Lycos was not necessarily what the Street was expecting.

The combination of Compaq's AltaVista resources -- which include Shopping.com and Zip2 -- together with the CMGI expertise with building Internet properties, looks like a really strong combination. If you think about it, each company gets to do what they do best, and both of them, in theory, will be able to share in the rewards going forward.