HWP -- Hewlett Packard Message Board

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Technology Stocks : HWP -- Hewlett Packard

HPQ 24.98

-0.9%

3:59 PM EST

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To: Kirk © who wrote (4447)	3/27/2002 8:59:26 PM
From: Jerome	Read Replies (1) of 4722

>>>Who is going to bail out HP three years from now after poor Walter Hewlett is significantly poorer? <<< Kirk.... you gotta find some better references.... Why would anyone care about Walter Hewlett and his millions. He could have saved himself $35 million (about 2 million shares of HWP)by keeping his mouth shut. Concerning the article....Its bullshit... plain and simple. The press has been negative on HWP and CPQ for a long time. The press has been negative on the merger since day one. But the HWP/CPQ is the biggest business news story of this year. (Enron was last year). We have read all kinds of reasons why this merger will not work. From the simplistic statements as..."big tech mergers don't work" to a revival of the CPQ merger with Digital. A lot has been made about the employees who opposed the merger. The good days of the HP way and the old boys hanging on the water cooler are done. This had to happen with or without the merger. Now there are those that are betting opinions and those that are betting real money. Reporters are betting opinions in the hope that time will prove them right. But the real money voted in favor of the merger. CPQ and HWP both have very talented people at the the top that see the benefits of this merger. They have analyzed this situation from a hundred different angles and the results were the same. They don't deserve to be discredited on some ones slogan, "big mergers don't work" . Keep in mind that reporters, analysts and shareholders have different objectives. 1) Reporters want to make a story and a headline. 2) Analysts want to be noticed and quoted 3) Shareholders want to have a strong company that makes money for them There is a bias in the press...Today M.L. gave a strong boost to the storage market (for whatever reason). So EMC moves up nicely (from the gutter to the lower curb). But nowhere did ML mention CPQ...who is Number One in storage. Is this not a bias of some sort? I grant you that conventional wisdom does not like this deal. But conventional wisdom did like a whole lot of stocks at about ten times today's price (calling them a new paradigm?). So the contrarian in me says this is a great merger.

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