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Technology Stocks : Digital Equipment Corp. (DEC)
DEC 13.97+2.6%9:30 AM EST

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To: John Sladek who wrote (3246)9/21/2001 11:29:09 AM
From: Tom M  Read Replies (2) of 3276
 
Hi John, thanks for the comments. Under the current valuation, I'm finally joining George in a little CPQ about book value. I'm actually hoping the merger won't go through. If it did go through, I agree it'll take a while to weed out all the overlap from merging Dec, Compaq & Hwp, if they do it right and retain the best, it'll be one of the only other one-stop shopping picks. I don't like the "quality" of IBM's valuation.

good to hear from you again,
Tom
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