Digital Equipment Corp. (DEC) Message Board

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 : Digital Equipment Corp. (DEC)

DEC 15.32

-0.2%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tom M who wrote (3062)	3/23/1998 1:01:00 PM
From: professor	Read Replies (1) of 3276

There has been a lot of speculation over the DEC/CPQ merger and whether it will get done. Most analysts seem to think CPQ struck a good deal in terms of price. Most seem to think they paid virtually nothing for Alpha technology. My question is does DEC think they are shortchanged or has their fundamentals deteriorated similarly like CPQ. Some DEC exec was quoted in the Boston Globe as saying that some customers have delayed orders until they analyze the effects of the pending merger. I have heard conflicting arguments over the Alpha technology. Some thinks it's lousy and will be replaced by Merced while others say it's light years ahead over anything in the market today. What's the real beef???? Furthermore, the Justice Dept. is analyzing some arrangement that DEC has with Intel on chip manufacturing. Does anyone think the CPQ deal has any significant impact on this agreement? Why should the Justice Dept. even care for that matter?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next