Compaq Message Board - Msg: 3322062

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Technology Stocks : Compaq

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To: William Hunt who wrote (16118)	2/2/1998 2:36:00 PM
From: hpeace	Read Replies (3) of 97611

william, the dec and the tandem purchase will be looked at as the coup of the decade...market analyst don't know all this stuff. they just drop stks on mergers. then pick them up later. after cpq releases the plans of merger that will be enough for a partial pop. then during execution things rock and roll. i would not take a stk price of 40 now and no dec purchase. the loser in this is dell long term. i wish dell had made this purchase. dell needed dec in the worse way... but, the dec purchase has been in the works for 2 yrs by dec and cpq. my guess is they have a detailed plan that makes operation desert storm look like kindergarden homework.

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