Compaq Message Board - Msg: 3271528

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Technology Stocks : Compaq

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To: John Koligman who wrote (15212)	1/27/1998 1:27:00 PM
From: Tom M	Read Replies (1) of 97611

John, thanks for the post. I was a DEC investor & will be building a position in Compaq over time. Glad your post mentioned the biggest misconception that "they paid too much". In reality they're handing over cash (and fresh paper), and then getting the cash back. That's why some DEC threaders don't think it's enough. The stock had held in the 50's a short time back so it seems little premium when it feels like DEC's being purchased with its own cash. Long run this should be great. Regarding someone's concern over being more dependant than ever on Intel, I'd like to point out that Samsung and Mitsubishi are both alternate sources for Alpha and have been very aggressive about shrinking it and increasing performance. Intel will NOT be a sole source supplier on this one. I'd also like to point out that I'd find it unlikely CPQ let Alpha fade away. With Alpha, comes DEC's 64 bit UNIX. 64 bit NT won't be shipping till early 99 as per an announcement last week. (BTW, MSFT's domain name server runs DEC's 64bit UNIX on Alpha). I think the DEC purchase will give CPQ awesome leverage by providing "choice" on OS's & CPU's. IMO, this makes CPQ much more powerful in getting cooperation from both MSFT & INTC. regards, Tom

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