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Technology Stocks : Compaq
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To: Loki who wrote (15809)1/31/1998 9:05:00 PM
From: Ibexx  Read Replies (3) of 97611
 
Loki,

I think Pfeiffer went after DEC primarily for the latter's global market presence in the server/workstations sector--not so much for its alpha chip technology, nor for the DEC managerial or scientific team. As to the marketing & sales forces: may be--perhaps only initially.

I talked to several people who are hard-core Silicon Valley and Rte 128 inhabitants, and their unanimous view is that the merger can be strategically brilliant if Pfeiffer gets it together--culturally speaking, that is. (Remember the early days of Bay Networks before House took over?)

Ibexx
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