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Technology Stocks : Compaq

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To: leebo who wrote (17617)2/18/1998 9:07:00 PM
From: John Koligman  Read Replies (1) of 97611
 
Leebo - It's a good company, but CPQ is already doing some things in the storage business, and I just checked EMC's market cap - it's 17.2 billion, so it's not going to happen. No way CPQ is going to fork out another 20+B, which would require further stock dilution, not to mention the fact that management has a full plate with the DEC merger and CPQ's competition....

John
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