Compaq Message Board - Msg: 3713220

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jason W. France who wrote (21816)	3/14/1998 8:55:00 PM
From: Ibnbatutaa	Read Replies (1) of 97611

A few pointers that may help you in your search. I had posed similar queries previously, and some replies make sense. I must say that I admire the tenacity with which you have engaged the thread, on your debut! Welcome. With the commoditization of the retail PC business, and to some extent the low end commercial PC business (read lower margins,more players and competition)I think you will agree that CPQ's focus needs to change. My understanding is that CPQ benefits from acquiring DEC because of : 1: DEC's multi-platform service and consulting group/ existing customers 2: DEC's cash hoard 3: Future apparently cheap access to alpha chips, Intel and Merced chips as a result of the DEC vs Intel lawsuit settlement as CPQ focuses on high end computing solutions 4: intellectual property / patents Additional info at exchange2000.com Now whether this enhances "shareholder value" is not a given, but I feel it is a move in the right direction. Net assets will go up in the long-term....but if you want a guaranteed share price boost you take your post DD chance. Regards Ibnbatutaa

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next