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Technology Stocks : HWP -- Hewlett Packard

HPQ 19.53

-1.4%

Jan 21 3:59 PM EST

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To: Dave B who wrote (3778)	12/12/2001 1:09:20 AM
From: The Duke of URL©	Read Replies (2) of 4722

"Mergers disrupt business operations for quite a long time. Bay Networks never recovered from the merger of Synoptics and Wellfleet (and having consulted " On the other hand General Motors has been pretty successful, what, a hundred years later? "happen. Put another way, if CPQ is such a good deal, why isn't Dell or Gateway bidding for them as well? Maybe they know something Carly doesn't." Gateway is way over its head in debt, losing money and controlled by it lender banks. When that music stops, GTW won't be able to buy an Orange Julius stand. Dell is a PC machine. They are fast followers, not leaders. It will be interesting to see if they can survive the transition to industry standard servers. The market for them to copy does not yet exist. " I'd rather see HP take the billions they were planning on using to buy CPQ, and spend it instead " You of course know it is a stock deal, not a cash purchase, the only cash will be the breakup fee, if any.

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