SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Compaq
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mohan Marette who wrote (18634)3/1/1998 10:04:00 AM
From: William Hunt  Read Replies (1) of 97611
 
Mohan ---THREAD -- My understanding on the big drag on DEC earnings has been the HUDSON chip plant that makes the ALPHA chip . THIS is due to be taken over by a real chip manufacturer in the second qtr thus eliminated a big headache for DEC while also eliminating 2500 employees who will be absorbed by INTEL. The second issue is that CPQ has been studying the financials for DEC for two years -- EP will move fast in the second qtr to integrate the two companies . I agree with the one billion dollar charge in the second qtr for layoffs and facility shutdowns. The future is bright since CPQ will push the ALPHA platform with INTEL help until the MERCED is available in volume to convert their client to a WINDOWS NT platform in 2000 . I strongly believed that CPQ?DEC merger will be accretive in the third qtr of 1998

BEST WISHES
BILL
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News