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Politics : Ask Michael Burke

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To: gnuman who wrote (53957)	3/30/1999 3:40:00 PM
From: John Koligman	Read Replies (1) of 132070

Gene - I was a CPQ shareholder last year, and was lucky enough to sell earlier this year at 48. I was afraid of what occurred last February (1998) when the stock tanked due to channel problems. In either case, we did have some discussion of AMD on the thread a couple months back. I think it would be foolish for CPQ management to do it. In addition to what Earlie mentioned, CPQ is still in the process of digesting DEC. They just bought a couple E-Commerce firms. They also bought Tandem. Management has to struggle with assimilating these pieces, while fighting off Dell. Throw in sharply lower PC prices and AMD's requirements for capital, and it makes a rather unappealing brew. Also keep in mind that CPQ is now trading at late summer '97 levels. The stock in my opinion would tank further on an AMD purchase, and Pfeiffer/Mason would probably end up looking for new work. (They may anyway <ggg>). It just doesn't make much sense.... Regards, John

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