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Technology Stocks : Compaq

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To: Elwood P. Dowd who wrote (90338)3/16/2001 6:41:40 PM
From: Andreas  Read Replies (1) of 97611
 
Welcome back Elwood;

Hope you enjoyed your time off and were able to not allow this crappy market to become a distraction. Here is a question for everyone - it appears that dell is able to compete with cpq in virtually every market segment with significant efficiency and particularly cheaper pricing. This begs the question, what benefit did the dec acquistion bring to the table? It appears to me, that virtually nothing was gained by buying DEC. Indeed, what good was a 9 billion dollar purchase when dell can compete in high end servers, mid priced servers, and everywhere else without spending 9 billion? While I don't pretend to understand the DEC purchase I am certainly wondering if it was a total waste of $9 billion.
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