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Technology Stocks : HWP -- Hewlett Packard
HPQ 19.53-1.4%3:59 PM EST

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To: Dave B who wrote (3778)12/11/2001 10:41:28 PM
From: PerryA  Read Replies (2) of 4722
 
Mergers disrupt business operations for quite a long time.

True, but unlike WS analysts, I suspect that the period of integration will be a general economic slump. I happen to think they can complete the integration before a significant bounce in the economy -- mainly because I think the economy will flounder for a while, and partly because I think Carly is bold enough to be ruthless in cutting out the overlap.

Why is consolidation needed?

Too many companies competing for market share (as opposed to profits).

Regards,
PerryA
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