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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Broken_Clock who wrote (13029)9/5/2001 2:49:52 PM
From: Bob Rudd  Respond to of 79003
 
<<Yet HP buys CPQ for 25 billion? Anybody can make a computer box.>>Amen, brother. My son built a PC from parts purchased online for less than he could have bought the box from a vendor. Try doing that with a car or a toaster. There's some economies of scale but they're way south of what these guys had before the merger. It's about execution and post merger turf battles rarely help that, IMO.