Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Compaq -- Ignore unavailable to you. Want to Upgrade?

To: PCSS who wrote (68800)	10/13/1999 7:04:00 PM
From: Salah Mohamed	Read Replies (1) \| Respond to of 97611

About CPQ's Telecommunication Biz Here is a very positive article about CPQ's Telecommunication Biz Fort Worth Star-Telegram Updated: Monday, Oct. 11, 1999 at 22:11 CDT Compaq to boost employees to 500 in North Texas By D'Ann Mabray Shippy Star-Telegram Staff Writer star-telegram.com From the article: ----------------------------------- "This pulls together all the pieces," Hodel said. "Those companies both brought a lot of key technology and expertise to bear that has now been consolidated." Aberdeen Group, a computer and communications research and consulting organization in Boston, touts Compaq as one of the most important solutions providers in the overall communications market and says it counts as close partners all of the leading telecommunications network equipment providers. Compaq estimated that telecommunications services could generate $4.5 billion annually...... ------------- That makes the move to Plano a logical step in becoming a formidable player in the telecommunications industry, said Naqi Jaffery, mobile communication analyst for Dataquest, a division of GartnerGroup of Stamford, Conn. "Telecommunications is becoming a major focus for them, not only from an infrastructural perspective, but also from a devices perspective," Jaffery said. "They apparently have come to the conclusion that this is an area that is going to expand and that there are synergies between what they do -- as a manufacturer of computers -- and developing products for the telecommunications industry." ----------------------------------- From the info given in this article, it seems to me that this piece of business alone is worth $30B-$40B ($18-$23 per share) based on WS current valuation of similar businesses. Regards Salah