most of our customers could not believe that a company like
CPQ is able to takeover DEC. The employees aren't happy with
the deal, because in the past we would very proud to work for
DEC, nobody can explain it but that is a fact.
I could not understand that the shareholders are so quite about
the deal. We all know the cash is around 30$ a share. The service
division of digital is a cash cow, the products like ALPHA,VMS,
Digital Unix, strongarm processor, the customer base, altavista,
storageworks, all these things should have a higher price than
0,93 CPQ shares.
R laird told us in note 3084 that Palmer get 40 Mil $,
who must pay it ?
If we look at CPQ i can only see a company selling cheap and cheaper
PC and server. A market with high pressure on the margins.
Perhaps i have the wrong idea of CPQ business. Is this a high-tech
company ?
Perhaps they are able to sell the alpha, but that is not enough.
I hope the shareholders vote against this deal.
Ralf |
