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To: Road Walker who wrote (142727)9/4/2001 6:59:43 PM
From: Robert Salasidis  Respond to of 186894
 
True, and CPQ was down for the day as well - All the while Dell was up

quote.yahoo.com

I think the market is seeing this as some desperation. I don't own any shares in either company, but I would have thought CPQ deserved a slightly higher premium - they do bring a lot of server accounts into the deal. Long term though I think both should benefit if the cost savings are as advertised.