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To: willcousa who wrote (162634)3/20/2002 6:22:16 PM
From: Paul Engel   of 186894
 
Will - Re: " expect the merger to set things back at least six months to a year at HP/Compaq. "

Why?

When Compaq and DEC merged, Compaq NEVER RECOVERED.

My guess is that the merged HP and Compaq could find themselves facing a continual downward spiral as their combined markets contract faster than they can get rid of personnel and divisions and product lines.

They may turn gold into lead - King Midas in reverse.

Paul
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