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

To: rupert1 who wrote (76714)	1/26/2000 11:49:00 AM
From: rudedog	Read Replies (2) \| Respond to of 97611

victor - One would assume that even if your main idea is correct, he was still being conservative. I like conservative... But I have some reservations about the idea that they would cover it up. Why would they? The only thing DELL or HWP could do about such a plan is to enter into a price war to blunt the iPaq strategy, but iPaq has other competitive features than the price and COMPAQ would win a price war. There is a lot more to this than the products, as the recent inacom acquisition shows. There may be other assets which CPQ needs to make this fly, and pre-disclosing those plans could either violate the secrecy of pending deals, or open those negotiations to other, hostile bids for the same assets from CPQ competitors. Likewise, the cost of such acquisitions could also depress earnings in the short term... Would not such an explanation of future earnings and corporate strategy be owed to shareholders and analysts? Perhaps that is what is happening with the 3 days of stuff that is going on with analysts and press - CPQ has not done anything as comprehensive in the way of disclosure in the past. Since I seem to have misplaced my invitation <gg> I'll just have to wait for information coming out later this week.