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Technology Stocks : Compaq

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To: robbie who wrote (22753)3/21/1998 10:11:00 AM
From: rudedog  Read Replies (1) of 97611
 
<SAP would buy CPQ> - not likely, SAP has a market cap of about $3.5B (6B DM) so it's absurd on the face of it. Even if SAP was 10 times as big, they have no use for a HW company since they need the aggressive support of both CPQ and HWP who between them drive 70% of SAP's business, losing either would be a huge hit to SAP's revenue. see
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