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Technology Stocks : All About Sun Microsystems -- Ignore unavailable to you. Want to Upgrade?

To: Charles Tutt who wrote (44933)	9/4/2001 2:41:37 AM
From: QwikSand	Read Replies (1) \| Respond to of 64865

The WSJ story notes that the deal will come under FTC scrutiny because the resulting entity would effectively own the PC retail channel and be a major blow to Lexmark, a large supplier to CPQ. But the article's overall tone implies it will go through modulo some divestiture. --QS

To: Charles Tutt who wrote (44933)	9/4/2001 3:00:41 AM
From: Charles Tutt	Read Replies (2) \| Respond to of 64865

From the press release: "The new HP will be structured around four operating units that build on the companies' similar go-to-market and product development structures to provide clear customer and competitive focus. Leadership and estimated revenues (calculated by combining the two companies' trailing four reported fiscal quarters) are as follows: A $20 billion Imaging and Printing franchise to be led by Vyomesh Joshi, currently president, Imaging and Printing Systems, of HP. A $29 billion Access Devices business to be led by Duane Zitzner, currently president, Computing Systems, of HP. A $23 billion IT Infrastructure business, encompassing servers, storage and software, to be led by Peter Blackmore, currently executive vice president, Sales and Services, of Compaq. A $15 billion Services business with approximately 65,000 employees in consulting, support and outsourcing to be led by Ann Livermore, currently president, HP Services." My guess is that at least half of the $23B "servers, storage and software" division revenues are Windows related, especially since it's the only division that will be headed up by an ex-Compaq guy. That means that even combined they probably won't come up to Sun in Unix system revenues. JMHO, of course. Charles Tutt (TM)