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Technology Stocks : Digital Equipment Corp. (DEC)

DEC 14.60

+2.0%

Nov 21 9:30 AM EST

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To: hossein hosseini who wrote (3110)	4/17/1998 1:25:00 PM
From: Tom M	Read Replies (1) of 3276

Hossein, I found the info I was referring to about the "sum of the pieces". Sorry for the wait, I've got piles of stuff all around me. It's from a PainWebber report that didn't actually give a breakdown of the pieces, but said: "We are also maintaining our $70 price target (derived prior to Compaq's bid) based on our 'sum of the pieces' valuation analysis." This is actually their DEC valuation. They didn't give a DEC + CPQ sum of the pieces unfortunately. They also had a caveat: "We continue to believe that the primary risk for DEC remains the ability to generate significant interest in its flagship Alpha platform, even with Intel as its manufacturing arm. The company has superior technology in the Alpha chip, but has been unable to execute effectively on its marketing plans." should be interesting.... Sorry there's no numerical breakdown. Tom

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