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Politics : Formerly About Advanced Micro Devices
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To: Dinesh who wrote (143139)3/8/2002 12:24:47 PM
From: tejek  Read Replies (1) of 1582529
 
I am still not convinced that HP and Compaq will pay off.
Remember Burroughs and Sperry a/k/a Unisys. NCR and AT&T.
We know about Compaq/DEC. It may be that hardware is
harder to integrate than software.

I don't know much about the first two mergers but I do know that the CPQ/DEC merger was a disaster. However, there are many mergers that go well and benefit the bottom line pretty quickly. Its possible HWP/CPQ could be one of those mergers.

But Carly is no Gerstner. For one, she's all vision, which I suspect is a hard thing to do at $80bln of revenue. For another, she looked like a meanie mudslinger which
is not so inspiring. Hewlett was only guarding his $$$,
director or not, and that's natural. All of course JIMHO.

I agree........she's no Gerstner but you have to wonder why she would bother to go thru all this hassle. She didn't have to do a merger.......there's enough to do at HWP to keep her busy. I suspect there are some compelling reasons for pushing a merger and that's why she is behind it.

Re Sun. I guess I was fortunate to be out in good time.
But if it does turn into a mere boxmaker, I suspect its
cost structure isn't right, so margins won't be great, and
the P/S will need to come down. But I was actually musing here about the impact of HPaq on Sun (and converse).

According to CNBC, SUNW will be making still another announcement this afternoon.........actually in about a half hour. CNBC is speculating they are about to announce an acquisition.

ted
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