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Technology Stocks : Digital Equipment Corp. (DEC)

DEC 14.32

-5.4%

Nov 20 3:59 PM EST

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To: Dr. Saeed Assadi who wrote (3052)	3/18/1998 6:38:00 PM
From: George Dvorsky	Read Replies (2) of 3276

re: >>I would not sell my DEC for CPQ. Would you?<< As I posted a while back, as long as you believe that the merger will happen and that the combined company will do well, you should own CPQ and NOT DEC. Since the buyout includes cash and is tied to the CPQ price, you have better leverage with CPQ (upside as well as downside). If you have held DEC until now, you have lost less on a percentage basis holding DEC. If you swap your DEC for CPQ and IF CPQ rallies, you will make much more on CPQ. If the deal falls through, it has been speculated that CPQ will jump up short term and DEC would tank. I did the math on an old post. As for me, I just changed from a CPQ straddle that was "short till March and long 'till April" by buying a bunch of April 20 CPQ puts. I am not ready to take the risk of the deal falling through (besides, the market is a bit frothy now - some speculate it is tax money that is driving it up). If the deal falls through, or when/if the company that DEC is in the future rallies, there will be plenty of time to get on that train. be careful, gd

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