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Technology Stocks : Compaq

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To: Stevefoder who wrote (15756)1/31/1998 2:46:00 PM
From: StockMan  Read Replies (1) of 97611
 
Steve,
Re -- However, the dust on the DEC merger will not settle for at least one to two years.

This is true, however the risks can to a certain degree will be more understood (right now even compaq doesn't fully understand what it will take according to Pfief).

The TDM merger was okay, and was well received by wall street and the market. That was because the direction was clear. This merger is not, there are too many questions.

Stockman
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