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Technology Stocks : Hewlett-Packard (HPQ)
HPQ 24.42+1.8%Nov 28 9:30 AM EST
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To: Dave B who wrote (46)5/6/2002 9:18:08 PM
From: MeDroogies  Read Replies (1) of 4345
 
Gotta disagree.
HWP was choking without CPQ, and CPQ was turning things around in a tough environment. CPQ didn't need HWP, rather than the reverse. CPQ has several lines that it beats HWP in, and HWP needed those lines to make a more coherent strategy. The alternative was to sell off some pieces (as WW wanted) and focus on a few profitable (but dying) product lines.
CPQ probably needed to do a bit of that, too...but not nearly as much.
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