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Technology Stocks : Compaq

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To: John Koligman who wrote (54331)3/21/1999 5:51:00 PM
From: rupert1  Read Replies (3) of 97611
 
John: I think this DELL/IBM merger or virtual merger is the product of over-heated imagination. I know Sunday is a slow-news day, but really! If the real or virtual merger of two of its competitors ever occured, COMPAQ would not, necessarily lose market share, slow its growth or reduce its profits. The opposite might happen. But I find the story so silly that I wont even bother listing all the preventative or reactive measures a CPQ could take to any change in the competitive environment.
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