SI
SI
discoversearch

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
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Adwiz who wrote (18868)3/2/1998 11:44:00 PM
From: J. David   of 97611
 
I was concerned when I saw the WSJ article this morning but as I read I found that it didn't amount to much. Basically, the author writes in generalities and poses "what if" scenarios such as "what if Compaq's DEC acquisition signifies a retreat to safety."

IMO the current weakness in Compaq's stock is primarily due to concern over the impact of the DEC acquisition. Until this uncertainty is removed many investors will simply take their money and invest it in better performing issues like Dell. Therefore, until Compaq presents its plan for integrating DEC I can't see the stock doing much on the upside.

The DEC move wasn't made in haste as talks between the two companies were on-going for some time. As a result, I believe Compaq has a solid plan for integrating DEC and that the company's management knows a lot more about its business and its customer's needs than any commentator or analyst. Their track record speaks for itself.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News