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Technology Stocks : Compaq
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To: Roads End who wrote (18545)2/28/1998 10:50:00 AM
From: WTSherman  Read Replies (3) of 97611
 
I'm not a CPQ owner, but, I see an awful lot of short term risk in this stock related to DELL's marketshare gains and the Digital takeover. The history of such large takeovers, especially between two very different cultures is that they take a very long time to pay off, if ever. Digital will be a huge drag on CPQ for at least two years, beyond that if CPQ management is really on top of things it may turn around, but, that's speculation.

Corporate mergers on this scale are immensely complex and prone to failure. Can anyone give me a good example of one that showed positive results in the first two years, especially in the high tech industry?
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