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Politics : Formerly About Advanced Micro Devices

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To: Dinesh who wrote (143107)3/6/2002 11:56:53 AM
From: tejek  Read Replies (1) of 1579912
 
Other savings and synergies only time will tell, as how
the two cultures blend. (Compaq anyhow is not a monolith,
but a blend of several brands. HP is not as diverse.)


That's a very good point. I understand the HWP culture will be a tough one to crack. It might well wreak havoc with this merger. I know there are plenty in HWP wanting Fiorina to fall flat on her face.

Any opinion on Sun?

Clearly, its business is off. Sun blames it on the IT business being down. However, others say Sun is losing share to IBM and one of the Japanese firms. Techies say that their servers and other hardware is not up to standards......I can't comment on that aspect since I have no background.

The bottom line is that there business is off by half. That's major and this recession doesn't seem to be that bad. You've got to believe its more than IT business being down. Unfortunately, I have Sun in my 401 at $20. :~((

What's your take?

ted
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