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Technology Stocks : Digital Equipment Corp. (DEC)

DEC 15.32

-0.2%

3:59 PM EST

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To: ralf who wrote (3085)	3/25/1998 11:47:00 PM
From: Greg Jung	Read Replies (2) of 3276

ralf, CPQ does make a lot of money on consumer PCs but they are also "high tech" in the collective use of PCs for large organizations. I can't be more specific, because I don't know more, but they aren't just garage boxmakers. Compaq was the first IBM clone machine that outpaced the IBMs at lower cost, and are probably a good part of the reason for IBM's restructuring. With the acquisition of DEC assets, compaq has become a full-blown computer corporation, with a more successful low-end and small-office component. The question that weighs on the stock these days is, can Compaq be that company without being what DEC was: can it destroy the management culture it inherits from DEC? Whether or not the strategic thinking at Compaq can handle the big leagues with Alpha development (already put in jepardy by Digital through a) ceding production control to Intel and b) designing a "microsoft only" version), Unix promotion AND VMS ... these are big open questions ... Can such a heterogenous computing environment be justified? hmmmmm.... maybe there was a point in there, somewhere. Mostly questions, though. :) Greg Greg

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