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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: stockman_scott who wrote (43996)11/6/2001 4:01:02 PM
From: Jim Willie CB  Read Replies (2) of 65232
 
great HewlyPack news of board plan to reject Compaq merger

terrible merger
different cultures, different regional power, big overlap of products

I hated it then, and hate it now
my tiny Digital pension is still locked up in Houston
under Compaq guise

this whole merger smelled like a huge white flag
surrender to Dell as the lowcost producer
maybe Compaq should split its company up
Pentium servers, storage, and abandon PC's

glad to see market reaction atop Fed news
Fed is fast running out of ammo
the sad path of Japan is being followed
rates can still go lower
/ jim
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