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Technology Stocks : Compaq

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To: hpeace who wrote (6920)10/16/1997 9:07:00 PM
From: Spots   of 97611
 
Well, I was too condescending to Andrea, which has been bugging
me since I posted. It's just different worlds, you know.
Hers is as valid to her as ours is as ours. We should ease up.
Andrea, if you read this I apologize if I sounded above it.
I just have a different point of view. Hope you accept the
apology.

Steve, you've just stated the major drawback to mergers in general
and high-tech in particular (I'm sure you know this).
The parent always imposes its will, more or less, on the
new subsidiary. We will wait and
watch.

In the case of CPQ-Tandem, my personal (and therefore
practically worthless) opinion is that CPQ knows what it's
bought and will proceed very carefully. Nevertheless, it
would be foolish to think Tandem won't change drastically,
for all that it's supposed to remain independently operated.
Actually, this merger couldn't succeed without drastic change
IMHO. CPQ and Tandem have gone from competitors at the
middle enterprise boundary to one company. Has to cause change
or fail.

Speaking of carving turkeys, look what ATT did to poor NCR.
Talk about a marriage made in hell--that had to be it. Let's
hope this union takes a more celestial turn ...

Regards
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