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Technology Stocks : Digital Equipment Corp. (DEC)
DEC 14.60+2.0%Nov 21 9:30 AM EST
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To: William L. Vu who wrote (2754)1/21/1998 8:21:00 AM
From: Tom M  Read Replies (1) of 3276
 
William/all, what would you price DEC at without the Intel deal going through before say May/June, in time for it to make up the big Q4? DEC needs those discounts to kick in, especially with their recently announced 50% price cuts & Sun's new Darwin line competing. CPQ & others will of course have to follow with more price cuts and therefore more competition. I'm aware of DEC getting back over some favorable MAs but I'm too concerned about following TA on a company that was severely impacted by Asia, and has the rumor of FTC challenge on the Intel deal. You mentioned the market doesn't like uncertainty, well I don't see that last earnings report as clearing it up a whole lot. Your main positive point is expectation for a strong Q4 that depends on a rapid FTC approval. I originally didn't have much concern over the approval until that press release stating the team was leaning toward not recommending it. I also originally didn't have much concern over rumors but almost all the big news out of DEC lately has been leaked out first and was true (terms of Intel settlement, Cabletron deal, even "skittish" over DEC's earnings).

I appreciate your comments and analysis. In general (not DEC related), are you confident enough in TA to think it'll ignore Asia's impact and have us trading at even higher multiples while earnings and growth slow or decrease?

Don't get me wrong, just looking for discussion,

Thanks,
Tom
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