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Technology Stocks : Compaq

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To: Jason W. France who wrote (21781)3/14/1998 12:45:00 PM
From: ed  Read Replies (2) of 97611
 
OK, just tell me why the DEC merger will defocus CPQ's exec mang ? Quite on the contrary, the merger will make CPQ more focus, why ? DEC will help CPQ get into the enterprise computing business quick, why , because DEC already hold big customer base in that area, why?
look at DEC's annual sales, and revenue? This means from now on CPQ/DEC can more focus on the high profit high margin area. PC business will be low margin high volume in the future. I have asked you what CPQ will be in five years if it did not decide to merger with DEC now ? You have not answer .

As to the current CPQ's distributors, they have not help much in the enterprise market at all, so . what conflict you are talking about ? Conflict in the PC market ? DEC is not quite in this market. For transation, CPQ can hold a dual models for the PC market , and then transfer
completelt. If all the box makers go to direct sales, then those distributors will not have any
choice at all. That is the trend of the market.
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