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Technology Stocks : HWP -- Hewlett Packard
HPQ 18.90-4.6%12:37 PM EST

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To: BelowTheCrowd who wrote (4156)2/25/2002 7:40:36 PM
From: Jerome  Read Replies (1) of 4722
 
>>>HWP + CPQ is a dinasaur with a huge position in a stagnating margin-free business<<<

Thats what I mean. You HWP persons keep concentrating on CPQ's computer business. Its the Server business of CPQ along with the consulting business of CPQ that is the growth area.
If CPQ and HWP combine their computer business they would be able to lower costs by driving down their acquisition (of parts) costs.

Compaq has a better blueprint for the next year than does HWP. Mike C. would do a great job of running both companies.

Jerome
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