Compaq Message Board - Msg: 16766765

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Technology Stocks : Compaq

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To: Jerome who wrote (93996)	12/9/2001 6:18:55 AM
From: phileasfogg	Read Replies (1) of 97611

Jerome, You realize of course that HWP and CPQ are not exchange "market" information until the merger is agreed upon by their respective shareholders. The fact that Carly and Michael have met and agreed to the merger does not equate to the two companies combining to go to market as one. To date, they remain co-opetitors, i.e. they compete fiercely with one another across their client-server-storage-services product ranges while they build together their electronic supply chains (the origin of the deal between Carly and Michael). FYI, when CPQ and DEC announced their merger intention in January 1998, CPQ and DEC's field organizations still had to wait until June1998 ( for the shareholders to support the deal) to officially engage with one another and start consolidating their respective operations. In conclusion, if the HewPaq merger is being carried out along the same agenda as the ComDEC merger, as we speak, the only organizations which are working on the operational consolidation must be the investment banks and the likes of McKinzey and BCG. Over to You The Fogg

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