Compaq Message Board - Msg: 3325503

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Technology Stocks : Compaq

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To: John Biddle who wrote (16252)	2/2/1998 9:28:00 PM
From: hpeace	Read Replies (1) of 97611

cpq will not quickly do anything in this DEC deal. it will be expertly planned. cpq needs some of the dec mfg'ing plants...it remains to be seen about the dec pc.... cpq can make the dec pc cheaper...but when you think about it.. who wants a dec pc... If I was a CIO then i would be happy to buy cpq pcs and dec clusters and i would pay the dec staff the usual 1000-1500 per day. that's would they all charge now.. sometimes I get a longer contract for 600 a day..but the going rate is a grand to 1.5 grand a day. cpq will be raking that in now. dec is a SAP implemented plant and has ELM. there TQM is similar but they are poor on JIT. JIT is the cycle and cost reduction part. dec's mfg'ing prowess is weak too. that's why their mfg'ing footprint is stupid. I toured a DEC warehouse once....I almost threw-up. They stilled mailed tapes to home office to update inventory. It was 1988 and I couldn't beleive that they mailed a tape to HQ to update records. I've given many DEC exec's tours of cpq for yrs. Many of the dec plants were on the same MRPII that cpq started with in 1983..cpq has that system almost phased out now for SAP. I have the research on DEC I/S group at work. I'll look at it Tuesday. But, the issue is DEC has too many people and too many plants. CPq will do something about it but they need much of the DEC mfg'ing capacity..they will not kill it all. Here are the terms again.....I've given this paper in speech form to many of the DEC executives. At least 100 of the DEC'ers in their manufacturing group.

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